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I'm a Certified Financial Planner and founder of Advance Financial Group, a wealth management and financial planning firm servicing the Winston Salem area. For over 25 years I have been working as an independent financial advisor, helping my clients clarify and secure a dependable income at retirement. I'm especially passionate about helping women secure financial independence.

I am originally from Spartanburg, South Carolina, and a graduate of Wofford College. I received my CFP designation from the College of Financial Planning and first began working with a firm in Alexandria, Virginia. It was this first career experience that solidified the importance of remaining an independent financial advisor, offering fee based financial planning services and unbiased advice. I founded AFG in 1987, moved to Winston Salem shortly after and became a part of this wonderful community! I have two great daughters (Rachel and Kathleen) who keep me and my husband busy. In addition to my daughters, I am a cat-mom to two kittens, Biscuit and Butter Bean. When I'm not traveling the country (and sometimes the world) to watch my daughters swim competitively, I enjoy spending my time finding new recipes and farmers markets. As recent empty nesters my husband Norris and I have just started to explore NC wineries.
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My greatest achievement has been simultaneously running my own business while being able to stay involved with my daughters' lives. It's not always easy, but being able to see both my business and family grow has been extremely rewarding.

My greatest resource would have to be the long-term relationships I have with my clients. I value long-term relationships and pride myself on serving families from generation to generation.

Value all your relationships because that will make for a rewarding life and a successful financial planning practice!
Securities offered through Securities America, Inc, Member FINRA( ) and SIPC( ), and advisory services offered through Securities America Advisors, Inc . Advance Financial Group and Securities America are separate companies. For full disclosures go to
Advance Financial Group 3447 Robinhood Road WS ,NC 27104

As a self diagnosed, "happy clicker," my biggest challenge has been continuously reinventing myself and my business to fit the digital age.

The best lesson I have learned is that you should never stop growing and evolving because as I tell my children, "nothing stays the same!"