We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI after the acquisition of Queens Oak Advisors, where she served as the Managing Partner and Director of Client Service
Brings over 30 years of experience in financial services working extensively with high-net-worth individuals and families
Spent over 20 years at Wachovia, where she served as a Senior Vice President and Partner with the bank’s wealth management group and oversaw relationship management, financial planning, lending, and investment services.
Passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network
Life Outside of MAI
Board Member at Safe Alliance
University of North Carolina at Chapel Hill, BA in Economics
We look forward to learning about your financial goals.