Our Team



Director of Client Services

My role at TFA

I am the Director of Client Services at TFA. Our team works with the advisors, handling the logistics of the plan the Advisor puts in place with the client. We assist with Custodian paperwork and money movement for our clients.

My motivation

I enjoy working with a group of people who really care about the clients and their goals, doing what I can to make things as smooth and easy as possible.

My life outside of TFA

I enjoy baking, and drawing, and am attempting to teach myself crochet.

Since meeting at UNCG, my husband, Josh and I have built a home in Greensboro with our son, George.

3 words that describe Me

Funny, Perceptive, Fastidious

Favorite Movie

The Royal Tenenbaums

Favorite Quote

Be yourself; everyone else is already taken. - Oscar Wilde

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

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