About Me

Family, community, and North Carolina roots have shaped who I am, both personally and professionally. I’m married to Pat Loftin, and I’m a proud mother to my 19-year-old son, Zack. I was born and raised in Nash County (Momeyer), attended NC State University (Go Pack!) and now live in Knightdale in the last home my father, who was a well-known custom builder, built for me. I love spending time at Lake Gaston and visiting friends and family at nearby beaches.


I have an extensive background in finance, including banking and financial advice, and have worked in Wake and Johnston Counties for many years. At Thrivent, I enjoy working with people to provide personalized financial guidance for every stage of life.

My Personal Story: Why Long-Term Care Planning Matters

When I was expecting my one and only son, my father suffered a stroke. It was the beginning of a long decline that eventually led to him needing full-time care in a nursing home. As difficult as that time was for our family, we were incredibly fortunate that my parents had prepared for the possibility of long-term care years earlier.


Because they had purchased a long-term care insurance policy, we were able to save over $100,000 in care expenses. While the total cost of care exceeded what the policy covered, that coverage made a tremendous difference. It gave my dad access to the support he needed, and it eased the financial and emotional burden on our family during an already challenging time.


This experience left a deep impression on me; not just as a daughter, but as someone who understands how life can change in an instant. My parents' planning allowed them to face the aging process with dignity, and it gave our family peace of mind when we needed it most.


It’s a powerful reminder: we can’t predict the future, but we can prepare for it.

Organizations & Memberships

I’m proud to be a member and/or supporter of:


Education & Credentials


Let's Connect!


Meetings can be held in person at the Raleigh or Smithfield office, or conveniently over Zoom, depending on your preference. Whether you're planning for retirement, saving for education, or protecting your future, I’m here to help you build a life of financial security and fulfillment. Reach out today to get started!