My Story
I was born in Latrobe, Pennsylvania, and raised in Raleigh, North Carolina. Over the past 20 years, I’ve built my career in the banking and financial services industry, developing a passion for building strong relationships and helping clients work toward their financial goals. I graduated from UNC Greensboro with a Bachelor of Science in Finance and Economics, and throughout my career I’ve enjoyed connecting with clients, understanding their priorities, and helping guide them toward solutions that support their long-term success. At Davidson Wealth Management, I’m proud to be part of a team dedicated to delivering thoughtful service and meaningful financial guidance.
My Focus
As Director, I focus on building and strengthening relationships with our clients while supporting the team in delivering a personalized and seamless experience. I believe the best outcomes come from truly listening and taking the time to understand each client’s personal and financial goals. My role centers on clear communication, collaboration, and providing thoughtful solutions that help clients feel confident about the path ahead.
My Life
Family plays an important role in my life. My husband and I enjoy spending time with our two children, and we love staying active together. Whether it’s playing pickleball, traveling, or cheering on college football, we make the most of time spent as a family. Outside of work, I enjoy exercising, running, caring for my plants, and spending time with friends and family whenever I can. In addition to spending time with family, I am also actively engaged in servicing my local community: I have dedicated my time to volunteering with Meals on Wheels Community of Catawba, delivering meals for our homebound seniors. I have previous leadership experience where I led a team delivering quarterly service initiatives within the Lake Norman community.
