A dedicated financial professional with over three decades of experience. I am a proud resident of York County, South Carolina, and a mother of three. My journey began as a part-time bank teller while pursuing my Bachelor of Science in Business Administration at Winthrop University. This foundation led to a successful tenure as a Branch Manager within the banking and credit union sectors.
My expertise further expanded at New York Life, where I focused on individual risk protection and comprehensive investment and retirement strategies. Today, as co-owner of 1852 Financial Group LLC in Rock Hill, SC, I am passionate about delivering holistic financial planning solutions for both individuals and business owners. I believe in a "big picture" approach, meticulously integrating various financial components and collaborating with a network of professionals to ensure our clients' overall financial well-being and success.
My extensive licensing and accolades, including the recent ChFC® designation, underscore my dedication to continuous professional growth and excellence.
While my career in financial planning is a primary focus, I also cultivate a robust personal life centered on the outdoors and physical activity. My free time is often spent at the beach, kayaking, enjoying campfires, and connecting with family and friends. I am also committed to fitness, regularly engaging in gym workouts, running, and consistently searching for new things to keep myself active.
My journey into finance is rooted in a robust education from Wofford College, where I earned degrees in Finance, Economics, and Accounting. This strong academic foundation underpins my commitment to providing tailored financial solutions and comprehensive guidance for my clients.
I specialize in key areas such as Investment Management, Wealth & Estate Planning, Retirement Planning, and Business Planning. What truly sets my approach apart is my dedication to holistic financial advice, often employing creative, 'outside the box' strategies. This innovative thinking is particularly beneficial for high-net-worth individuals, wealth planning clients, and business owners, helping them navigate complex financial landscapes and achieve their most ambitious goals.
Beyond the financial world, I'm a passionate classic car collector and restorer, enjoying the meticulous detail and rich history involved. I also find balance and focus through fishing, hunting, and various outdoor activities, alongside weight training. My personal life with my wife, Jennings, our three dogs, and 15 chickens keeps me grounded. My time as a four-year letterman and Division I baseball pitcher at Wofford instilled in me valuable lessons about discipline, strategic foresight, and perseverance, which are qualities I now bring to helping you build lasting financial security.
Transitioning from a dynamic career in education to financial administration, I bring a powerfully organized and genuinely personable approach to my work. My years as a teacher were instrumental in cultivating a comprehensive skill set: from meticulously managing complex environments and streamlining daily operations to anticipating needs, problem-solving effectively, and communicating with exceptional clarity and empathy. I now seamlessly apply these well-honed abilities to ensure operational excellence, provide meticulous support, and build positive, collaborative connections within the financial environment.
Originally from Rock Hill, SC, I spent 9 years in Charleston where I received my undergraduate from College of Charleston. My love for the beach came from my time there. I moved back to Rock Hill with my husband, Christopher. We have a daughter, Mia, and a dog that keep us busy. Although much of my free time is with family, I do also enjoy reading and exploring different restaurants of our city and those surrounding.
To ensure your comprehensive well-being, we readily collaborate with your existing CPA, attorney, or any other trusted professional you currently engage.
Should there be a need to augment your professional team, we are pleased to introduce you to our network of trusted partners to facilitate the achievement of your objectives.