Address:9212 Falls of Neuse Rd., Ste. 221, Raleigh, NC 27615
My wealth management career began in New York, where I worked as a financial advisor at a major brokerage firm. After a few years, I moved back to my home state, North Carolina, and became a First Vice President Private Financial Advisor in Wealth Management for a large regional bank’s brokerage firm.
In addition to being a wealth advisor, I am also a Chartered Retirement Planning Counselor® and hold Series 7 and 24 registrations with LPL Financial, and my series 65 registration with Founders Financial Alliance, as well as life, accident and health insurance licenses. I do business in all 50 states and the District of Columbia.
I graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in economics and enjoy spending time with my wife and two sons in my free time.
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I worked with our founder and CEO, Tom Porter, back in 2002 at a large regional bank and brokerage firm. After Tom and I parted ways, I moved to the California Bay Area, where I transitioned into running the operations and compliance side of the business.
A few years later, I took some time off to raise my two daughters before rejoining Tom at Founders Financial Alliance. We are both proud graduates of the The University of North Carolina at Chapel Hill.
As the branch operations manager of Founders Wealth Advisors and chief compliance officer of Founders Financial Alliance, I have over 15 years of experience in the financial services industry.
I graduated from Guilford College with a bachelor’s degree in business management and enjoy playing golf and spending time with my friends and family in my free time.
I graduated from East Carolina University (ECU) with a bachelor's degree. In my free time, you can find me at ECU sporting events with my husband and son.
Address: 248 Market Street Locust, N.C. 28097
I am an Accredited Investment Fiduciary® and Certified Private Wealth Advisor® and hold my Series 7 and 24 registrations with LPL Financial, and my series 65 registration with Founders Financial Alliance as well as life, accident and health insurances.
My career began at a local community bank in 1997. After spending some time there, I moved on and became the president of Uwharrie Investment Advisors. In 2016, I joined Founders Wealth Advisors with more than 15 years of experience in the industry under my belt. I am able to do business in North Carolina, South Carolina and Pennsylvania.
I graduated from the University of North Carolina at Charlotte with a bachelor’s degree in economics and an MBA in finance, and I currently live in Stanfield, North Carolina with my wife and two children.
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