With over 30 years in the financial industry, I’ve built my career by placing myself on the same side of the table as my clients. At Pursuit Wealth Strategies, we focus on finding solutions rather than meeting sales quotas or pushing transactions.

My journey began in Asheville, North Carolina, where I was the youngest and first female advisor in my office—a role that presented its own set of challenges. My passion lies in identifying the best strategies for my clients and making a meaningful difference in their lives. I firmly believe that “it’s not about how much you make, but how much you keep,” which requires a strategic approach.

Together with my dedicated team, which I’ve built over the past 15 years, we forge lasting relationships and craft enduring portfolios. Our commitment goes beyond investment advice; we support our clients through all stages of their lives, whether they're experiencing triumphs or facing challenges. Our team provides exceptional service, insightful perspectives, and innovative strategies to meet the diverse needs of our clients.

Outside of work, I love spending time outdoors—whether playing tennis, gardening, or exploring new landscapes with family and friends. I am actively involved in my church and volunteer with several charitable organizations, always looking for opportunities to make a positive impact.

I also had the privilege of serving on the Women’s Advisory Council at Raymond James for five years. This council, comprised of top female advisors from across the country, plays a crucial role in advancing the firm’s women’s initiatives. As members, we mentor, and support programs aimed at empowering women in the industry and encouraging more women to join the financial profession.

We welcome new clients whose values and goals align with our philosophy of mutual respect and achievable objectives. We look forward to expanding our family and building lasting relationships.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.