About Me

With over 13 years of experience in the RIA industry, I’ve worked in a variety of roles—from Client Service to Operations Analyst—before earning my Financial Paraplanner Designation (FPQP) from the College of Financial Planning. I grew up along I-26, from Lexington to college at USC-Upstate, and then spent a decade in Asheville working at a local RIA firm. Now, I’m proud to call Johns Island home.

Before transitioning to Wealth Management, I built a strong foundation in the hospitality industry, working in restaurants and hotels. Today, I’m the Operations Manager at Nicholson Wealth Management, overseeing day-to-day operations to ensure a smooth and seamless experience for our clients. Outside of work, I enjoy spending time with my husband, our two young boys, and our corgi, as well as unwinding by the ocean—there’s nothing quite like the peace of watching the waves roll in.