Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Financial Education, Retirement Strategies, Estate Planning, Risk Management Strategies, Military
English
As a Financial Services Professional with MassMutual Carolinas, I help people pursue their vision of financial freedom as a trusted professional. With a career in the financial world since 1994, I’ve held various roles such as sales assistant, operations, trading supervisor, client management consultant, and paraplanner for over 10 years.
The most rewarding part of my role is helping my clients protect their families and provide them with the appropriate guidance to help them reach their dreams and goals. I enjoy working with new and existing clients and building life-long relationships. I am an active member of the Wake Forest Chamber of Commerce and enjoy personal development, reading, church activities, traveling, and spending time with family and friends.
Originally from the Annapolis, MD area, I chose to settle in Wake Forest, to raise my family in a great small town with all the conveniences of a bigger city. I am a dedicated mother to my 19-year-old son, a caregiver to my elderly aunt, and love my dog Maggie, adopted from the Franklin County Humane Society.
I’m excited to take an active part in helping people in my community define and pursue their ideal financial future.
CRN202704-6344007
Check the background of this investment professional on FINRA's BrokerCheck
Taylor University (1990-1994)
Wake Forest Chamber of Commerce