About me:I’ve been dedicated to helping families navigate important financial decisions since 2013, when I began building my practice in Oxford, North Carolina. Prior to joining Edward Jones, I earned my degree from North Carolina State University, before returning to my roots to establish my financial advisory practice and serve my community. When I’m not working with families, you can find me skiing in Utah or kiteboarding along North Carolina's scenic Outer Banks.Meet Wanda Elmore and Cobb Huggins:Alongside me are my branch office administrators. Originally from Sanford, NC, Wanda Elmore brings over 15 years of experience in financial services. In 2025, we added Cobb Huggins to our team. Cobb has over a decade of experience in community banking and is a 7th generation Granville County native. Both team members have deep roots in our state and understand the financial goals and challenges unique to our community. Their focus is on new client onboarding and ongoing service, ensuring that every client receives personalized attention, clear communication and support throughout their journey.What we do:We focus on retirement income planning, estate and tax strategies and risk assessment. Our clients typically fall within 10 years of retirement to early retirement. They’re interested in preserving their wealth, hitting their retirement goals and leaving a meaningful legacy to loved ones or charitable causes.Our approach:To help clients achieve these goals, we follow a structured, three-step process:1. Discovery: We take time to understand your unique financial situation, goals and priorities. We explore your risk tolerance and current financial position, ensuring we have a clear picture of where you stand.2. Design: We create a customized financial strategy tailored to your needs. This includes recommending adjustments to your investments and legacy plan, as well as carefully considering different portfolio strategies to align with your long-term vision.3. Deploy: We implement your financial strategy with precision, consolidating accounts if necessary and ensuring your investment strategy is in line with your goals. We’ll be there to guide you every step of the way.Let’s connect:If you’re interested in learning more about how we can help you achieve your financial goals, I invite you to schedule a 15-minute introductory phone appointment.