There are several situations in which seeking the professional guidance of a financial advisor can be beneficial. Complex financial situations include managing multiple investment accounts, planning for retirement or navigating tax implications.

Time constraints: If you are busy or lack the time to actively manage your finances.

Emotional decision-making: If you tend to make impulsive or emotionally-driven financial decisions.

A professional can provide you with an objective perspective and help you stay disciplined during turbulent market conditions.

I am on the Board of Directors for the Parkinson Association of the Carolinas. I also participate on the finance committee. My uncle, whom I am incredibly close with, was diagnosed with Parkinson’s Disease. This organization has a special place in my heart.

I am also a member of the UNC-Charlotte Belk College of Business Alumni Council and serve on the development committee. In addition, I am a volunteer professional for the Women In Business Initiative. Go Niners!

I like to spend time with my husband, Alex, and my apricot golden doodle, Moose. I also have a passion for playing guitar. I started playing when I was 10 years old. Growing up, my family was middle class at best, but one thing is for sure…my parents always made sure I could have my guitar lesson every Friday, and for that I am grateful.