I believe financial planning should bring clarity — not confusion.

As a Financial Advisor with Pilot Financial, I help individuals, families, and business owners make confident financial decisions through thoughtful, personalized planning. Whether someone is preparing for retirement, navigating a career transition, planning for their family's future, or simply wondering if they're on the right track, my goal is to provide guidance that helps them move forward with confidence.

I specialize in helping clients navigate retirement transitions, develop tax-efficient retirement income strategies, coordinate investments with broader financial planning, and simplify complex financial decisions into a clear, actionable plan.

My approach goes beyond investment management. I work closely with clients to coordinate every aspect of their financial lives — from retirement income planning and tax-efficient strategies to investment management, estate planning coordination, insurance review, and long-term wealth planning. Every recommendation is built around what matters most to the people I serve.

Clients appreciate knowing they have a experienced partner who listens first, communicates proactively, and genuinely cares about helping them pursue their goals.

Outside the office, I'm a wife, mom of two, and active member of our Greensboro community. Those roles continually remind me that financial decisions are rarely just about money — they're about creating opportunities, protecting the people we love, and living with greater confidence and purpose.