• Client Services

  • Office Calendar Management and Client Scheduling Lead

  • Operations Team Lead

  • Efficiency Planning and Development

  • Procedural Powerhouse

Organizing chaos is my favorite thing to do and I am always on the lookout for new paths to efficiency. My drive to examine, refine and master systems empowers me to be an operational hub for the firm and provide operational support to our clients. My personal and work goals are centered on making a difference in the lives of people around me and my love of organizing is paramount to achieving those goals. 

My undergraduate and graduate studies have incorporated managing human behavior and emotions within the construct of business development. I have been working in the financial industry for 9 years and have been the Operations Manager at Erickson Advisors since 2012.  I wanted to pursue this career path because I enjoy managing the moving pieces of a growing business and I also enjoy being a problem solver and helping people accomplish their goals.

When I am not assisting my coworkers and clients you can find me creating memories with my husband Charles and our daughter Emma, playing volleyball, traveling, planning parties, and experimenting with new recipes from Pinterest.


  • Bachelor of Arts in Psychology, Wingate University

  • Masters of Science in Organizational Development and Leadership, University of the Rockies


  • Life Insurance Licensed 

  • NC Notary Public


301 N. Elm Street, Suite 301

Greensboro, NC 27401

P: 336-274-9403

F: 336-273-0217


3001 Academy Rd., Suite 110

Durham, NC 27707

P: 919-595-0619

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