As part of the Ensemble Wealth Planning team, my primary focus is to collaborate with you to fully comprehend your unique financial goals and risk tolerance. With this insight, I design comprehensive strategies tailored to achieving your financial objectives. I take a team approach to financial planning, coordinating with other professionals in your life like your CPA and estate attorney, to help ensure that we’re all working toward your financial independence.

Background and Education

I was raised in Florence, SC, and went on to earn a BS in Hospital Administration with a minor in Business from Clemson University. After spending some years in Greenville, SC, I returned to Florence in 2015. I initially worked as a physician recruiter for McLeod Health for two years before transitioning into the financial services industry, following the career path of my father.

Family Life

My husband Steve and I are the proud parents of a charming daughter and son. When we’re not working or spending time with our children, we enjoy gardening, attending concerts, and exploring the outdoors.

Community Engagement

Community involvement is a significant aspect of my life. I serve as Chairman of the McLeod Health Community Board and as a board member for several organizations, including All Saints Episcopal Day School board, the Chamber of Commerce, and Eastern Carolina Community Foundation. I am also actively involved with Florence County Progress and am a member of the First Presbyterian Church.

Service Commitment

At Ensemble Wealth Planning, personalized service is our hallmark. We are fully committed to understanding and meeting the distinct financial needs and aspirations of each of our clients.