For more than 20 years, I have had the privilege to serve as a Registered Client Associate assisting families, individuals, and institutions. My true passion is helping clients to navigate the wealth management process so they can focus on what matters to them and preserve their assets for future generations. I take a comprehensive approach to investment planning, examining every element of a clients financial life, and strive to provide an unparalleled customer service experience. I started my career with PaineWebber in 2000 before graduating from Roanoke College in 2003. I obtained my Series 7 and Series 66 registrations in 2006, and in 2008 made the move to Wachovia Securities, a predecessor to Wells Fargo Advisors. In 2013, I obtained my insurance license. During my 15 years of service at Wells Fargo Advisors, I have earned the distinction of being named as a Wells Fargo Advisors Platinum Council Client Associate. The Wells Fargo Advisors Platinum Council Client Associate #40previously Premier Client Associate#41 distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.Away from the officeBorn and raised in the valley, I now live with my husband and teenage son in Botetourt County. I am an avid animal lover and like to spend my free time enjoying the outdoors, in the kitchen cooking and sharing laughs with family and friends.