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 currently serve as the Vice President and Treasurer. My uncle, whom I am incredibly close with, was diagnosed with Parkinson’s Disease. This organization has a special place in my heart.

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.

Yes, I am a fiduciary, committed to upholding the highest standards by always serving the best interests of my clients' and prioritizing their financial objectives. I am affiliated with Blueprint Financial Advisors, my registered investment advisor (RIA), and I hold the designation of an investment advisor representative (IAR) in accordance with the Investment Advisers Act of 1940.