I was born and raised in Wilkes County and relocated to the Hickory area in 1997. I have spent many years as a successful real estate agent, owning and managing a real estate firm. At the beginning of 2023, I transitioned to part-time in order to prioritize my new full-time position running the day-to-day operations of Southeast Retirement Planners. I provide administrative support by gathering client information, processing paperwork, and handling service issues for all client accounts; freeing the advisors to focus on creating financial strategies for new and existing clients.
I help prepare client reviews, proposals and maintain communication with the various financial companies utilized by SRP and am also responsible for facilitating customer communications, and the logistics of the scheduling in our busy, growing practice.
My husband, Brian, and I share a zeal and passion for life. We enjoy traveling in our motorhome, spending quality time with our grown children while incorporating all kinds of outdoor activities.