I am originally from Charlotte, North Carolina, and moved to Apex in 2007 when I married my husband, Brian. Our daughter, Marlee, is a competitive dancer, so we travel often to watch her compete and pursue her dreams. I have worked in the industry with Josh since 2014 and deeply value his practice and our teamwork. My goal is to ensure our clients receive the best, most positive service throughout every step of the financial-planning process. I truly enjoy getting to know our clients and look forward to building even more relationships in the future.