I work with successful families, business owners, and C-Level executives to maximize opportunities and avoid unintended consequences. I use my background as a CPA, PFS and CFP® to have strategic planning conversations around estate and wealth transfer, family education, and business succession/transition. With over 20 years of financial services experience, I have helped 100's of clients accomplish their goals for themselves and their families. I provide education to our clients and their heirs to allow them to make informed decisions about their financial future. As the child of a business owner, I have a unique perspective about the financial and family dynamics that are involved with long-term planning and can help families navigate a path to create financial success and harmony. I consider it a privilege to do this work at Comerica where the customer comes first, and we raise the expectations of what a wealth team can be. Delivering on our values as part of a comprehensive wealth management team provides our clients with a holistic experience. My clients, who run businesses and have busy lives, know I will always be pleasantly persistent to ensure they fully implement their plans. My clients are important to me, and they can count on me to regularly follow-up on what's important to them. Specialized Education • Bachelor of Science, Business Administration (UNC Chapel Hill - Kenan Flagler) • Master of Accounting (UNC Chapel Hill - Kenan Flagler) • Executive Certificate in Certified Financial Planning (Duke) • Advising with Impact, The Business Succession Planning Specialist Program Unique Accomplishments • AICPA - PFP Conference Planning Committee for Engage and PFP Executive Committee • Duke Estate Planning Council, Committee Member • Wake County Estate Planning Council, President • Avid Traveler • #1 Dog Mom My husband, Kevin, and I live in Raleigh North Carolina where we enjoy the greenways with our Boston Terrier Hazelnut and recumbent Trikes. We look forward to our annual 2-week adventure where our cell phones rarely work. We are lucky to have most of our family close by and to enjoy weekend meals with family and friends.