Company: Novare Capital Management,
Position: Private Wealth Advisor
27 years minus college and a 3-year stint in Washington, D.C.
After graduating from Kenan-Flagler Business School at UNC-Chapel Hill, I began my career as an Analyst with J.P. Morgan Private Bank in Washington, DC. In 2013 I joined Novare Capital Management in Charlotte where I serve as a Private Wealth Advisor. In my role I provide creative and integrated solutions for accumulating, preserving, and transferring wealth to high-net-worth individuals, families, and business owners. Additionally, I developed and lead the firm’s next generation education service, providing financial education to individuals of all ages. I hold the CERTIFIED FINANCIAL PLANNERTM designation and am a member of the Financial Planning Association of Charlotte.
Serving on the board of the Charlotte Carolina Club in 2015, we raised $10,500 in scholarship funds to award 7 recipients with $1,500 each towards their education at UNC-Chapel Hill.
As a Charlotte native, I enjoy giving back to the community by focusing on promoting the arts and serving those in need. I am an active member of Young Affiliates of the Mint, Habitat Young Professionals of Charlotte, and the Junior League of Charlotte. I also serve on the board of the Charlotte Carolina Club as Enrichment Co-Chair, coordinating cultural events for local UNC-Chapel Hill alumni and raising scholarship funds for area high school students attending UNC-Chapel Hill.
I enjoy cheering our hometown professional sports teams, trying out new restaurants, capturing the outdoors either on the greenway or Whitewater Center, and traveling.
“Enjoy the Ride.” Meaning to embrace each moment as it is, recognizing there will be both good times and bad times.
Professionally, I hope to continue growing in my role as a private wealth advisor. I also picture myself staying active in the nonprofit community, and hope to purchase my first home.
To see the Summer XGames live.
2015 for a vacation touring around Italy (also one of my bucket list items!) with a group of multi-national young adults.
As a pre-teen I performed at Disneyland with my competition dance team. Our dances included performances to “Crocodile Rock,” “Rip It Up,” and “One Way or Another.”
My parents are my rock.
The Invention of Wings by Sue Monk Kidd.
Thompson Square at Charlotte Coca-Cola 600 Speed Street.