Guiding Business Owners and Women Toward Financial ConfidenceWelcome — I’m so glad you’re here. Our office is dedicated to supporting business owners and women through life’s many transitions — whether you're navigating divorce, widowhood, the sale of a business or simply stepping into a new chapter. We help you plan not just for the transition itself, but for the life you want to build beyond it.We take a deeply personal approach to planning. I serve as your strategic guide, working in partnership with your trusted professionals — attorneys, CPAs, consultants and estate planners — to ensure every piece of your financial life works together in harmony. Our goal is to simplify the complex and help you move forward with clarity and confidence.Over time, many of our clients become lifelong friends. That’s because we believe in relationships, not transactions — listening closely, offering guidance with care, and crafting thoughtful strategies that reflect your goals, values and legacy.As a Certified Exit Planning Advisor® professional I also focus in helping business owners prepare for successful exits — aligning personal comprehensive planning, business readiness and long-term vision for what’s next.If you're looking for a trusted partner who sees the whole picture and walks beside you, we’d love to connect.A Little About MeI’m a proud Asheville native, born and raised. After graduating from Asheville School and Rollins College, I spent 10 years on Wall Street as a vice president at J.P. Morgan before returning home. I earned my MBA from the University of Phoenix and built my practice here in the community that shaped me.I’m a past president of Asheville Downtown Rotary Club. I’m passionate about supporting global efforts to eradicate polio and our international service projects. I was also a foster parent for 13 years, caring for 19 amazing teens. Today, I share life with three joyful dogs who keep me laughing and grounded.In my free time, I enjoy international travel, USTA tennis, golfing with LPGA Amateurs Who Play, and spending time with friends and family. As for gardening — I like to say I have a “khaki thumb,” somewhere between green and brown!We’d love to invite you to a discovery conversation — a relaxed, no-pressure chat to get to know you, hear your story, and explore how we can support your goals. Whenever you're ready, we’re here.