My Story
Growing up in Salisbury, NC, with seven siblings, I learned the importance of resilience and service early on. My career in finance began with studying for the Series 7 exam while balancing the demands of being a new mother—an experience that taught me the value of perseverance. With the encouragement of a supportive branch manager, I’ve built a fulfilling career in wealth management, driven by my commitment to serving others and making a positive impact on their lives.
My Focus
As a Director for Davidson Wealth Management, I build lasting relationships with our clients, helping them achieve their financial goals while enjoying the things they love most. I serve as an advisor, always putting our clients’ interests first and striving to ensure that their financial plans are aligned with their life’s aspirations.
My Life
Family is at the core of who I am. My husband, Todd, and I, along with our three children—Molly, Garrett, and Grant—and our grandchildren, enjoy snow skiing and exploring the outdoors together. I also love reading, cooking, and hiking in my free time. My personal philosophy, “Service above self,” guides both my professional and personal life, as I strive to treat others with the kindness and respect they deserve.
CA Insurance #0L62807
