Our Team

In November 2017, I left a successful practice at a large national, bank owned brokerage office to build something different- an independent, boutique office that would put people and their passions, before investment products and company goals. From this vision, Connected-Wealth was born and continues to thrive!

I graduated with honors from the University of Michigan with a BA in Communications. After working briefly in the film industry, I began my career in finance. To further my abilities as a practitioner, I obtained the CERTIFIED FINANICAL PLANNER™ designation and am a proud member of CFP® Board and the Financial Planning Association, serving as the director of pro bono initiatives in Charlotte.

Outside the office, I serve as a mentor and math tutor to students at Rama Road Elementary through Heart Math, a Charlotte based non-profit. In addition, I regularly co-lead and teach a small group of adorable 3-5 years old at City Church Charlotte. As a former college athlete, I still love to venture out to the track or trails to run and have also been known to be highly competitive in family games of Monopoly!

After several years of experience serving clients in different industries, I discovered a passion for wealth management. I really enjoy helping clients solve their problems and meet their financial goals, knowing that my work at Connected Wealth really does make a difference. I’m especially interested in seeing the younger generations become more financially literate, so they can properly prepare for the future they desire, as well as enjoy a stable retirement.

Although I was born in Virginia, I grew up in Rock Hill, SC and have an associate degree in accounting from York Technical College. Away from work, I enjoy traveling, reading and spending time with friends, family, and my dog, Nova.