My grandmother was a stockbroker and I always admired her as being on the front lines of the working woman swing. I met my first manager while shopping and assisted him in finding items for his daughter. He offered me a job handling marketing at Wachovia Securities.
From there, I realized I could have a long-term career in the industry. I desired to climb the ladder to be equally as successful, if not more, than my grandmother. I wanted to be able to provide for and take my family on vacations, just as she had enjoyed doing. I enjoy truly getting to know our clients, whether it’s learning about their families or helping them understand how to simplify their financial lives. I am here to make the account servicing process as easy and seamless as possible.
In my spare time (what spare time?) I always spend time with my two boys. They play football, basketball, and baseball. We also live on Lake Norman in Denver, NC, and we spend summer weekends on the boat with family and friends. I've recently taken up playing the Banjo! I love to work out, shop and beautify.