Why I do what I do
Why I do what I do
I have a natural passion for working with others, learning their stories, and helping them achieve success. It's what drives me every day!
I serve members in…
the amazing state of North Carolina – Variety Vacationland!
I can help you plan for life using a variety of tools, including…
Investment Advisory services
I enjoy working with…
everyone – whether you’re an established business owner, a solopreneur, or someone who just wants to improve your financial health.
I attended…
North Carolina State University's Poole College of Management.
Before Modern Woodmen, I…
passionately served and supported clients across every walk of life - independent medical practices, real estate offices and other small- to medium-sized businesses.
I chose Modern Woodmen because…
I deeply believe in the organization - not only for how it supports members to reach their financial goals, but also for the way it supports my community and allows me to give back.
The best part of my career is…
building relationships with each of my members, learning their needs and goals, and using my best tools to positively impact their lives and businesses.
A favorite moment in my career was when…
My team and I provided a retirement solution for a local business, while guiding each employee's family toward their unique financial success.
