My Focus

As a graduate from College of Charleston with a B.A. in Special Education and a Master's degree in Educational Administration from Charleston Southern University, I bring a unique, client-focused approach to financial planning. My journey began in the classroom, where I developed a deep appreciation for clear communication and the power of knowledge. Today, I use those same principles to guide individuals and families towards greater financial clarity.


I believe financial planning shouldn't be overwhelming—it should be empowering. Whether you're planning for retirement, saving for your child's education, or simply seeking to make smarter money decisions, I can provide straightforward advice tailored to your goals.


My mission is simple: to help you understand your financial picture, make informed decisions, and feel more in control of your future.

My Family

I live in the Lowcountry with my husband, Stephen, and two children Cora and Walker. As a South Carolina native, I fell in love with the Lowcountry and my husband while attending College of Charleston and we made the decision to grow our life together in this beautiful area.


Outside of my work as a financial advisor, we take every opportunity to be involved in the community we live in. Most weekends you will find us at the recreation fields cheering on our kids, exploring a community festival, trying a local restaurant or enjoying the beach! Our family values balance, purpose and financial clarity- and that's exactly what I aim to bring to your life.

Education & Accomplishments

  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniformed Combined State Law Exam
  • Life & Health Insurance Licenses
  • Bachelor of Science in Special Education, College of Charleston
  • Master of Educational Administration, Charleston Southern University


Let's Connect

Canopy Financial Group

Canopy Financial Group

Title

Team Practice

Website
https://connect.thrivent.com/canopy-financial-group