I began my career in financial services in 1997 at PaineWebber (now UBS), where I supported individual investors as a client service associate. After five years, I realized I thrived in a more collaborative environment, which led me to Edward Jones. Over the next 19 years, I focused on building strong client relationships and completed the necessary industry licensing requirements to serve in a financial advisory capacity.
Giving back is an important part of who I am. I serve on the board of directors at The Shepherd’s Center of Kernersville, am on the executive committee for...