• ESG Criteria Lead on Investment Team

  • Client Financial IMPACT Planning Lead

  • Small Business Owner Planning Lead

  • Life and Long Term Care Insurance Planning

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I love to see people build and sustain a confidence that will resonant throughout their lives. I enjoy helping clients change a confused and possibly disheartened feeling about their financial house to one built on education and empowerment. I work with individuals and small business owners to be impactful in their financial lives so that they can then be impactful within their families and communities. Financial security, which is different for every person, is the backbone of an enjoyable, less stressful and fulfilled life. With financial security and empowerment comes a confidence that ripples throughout a person’s life.  


I began to build my confidence when I chose to go to an all-girls boarding school, Chatham Hall, my freshman year in high school. The focus on being a young woman within my education gave me the independence to continue on to all the next steps of my life – graduating from NYU and then UNC Chapel Hill, passing all my licensing exams, earning my CFP designation and now heading up a successful values based advisory firm. Through it all has been my mentor and mother with whom I’ve worked with for 14 years. I studied history in college because I enjoyed understanding the individual experience within the macro event. This same interest translates into my planning and investment analysis for clients. Every single individual experience is different and it is a passion of mine to find the "significant" in each person’s situation, help them understand it better, and see how they can use it to their advantage. To look at any scenario that is imposed upon someone and find the reality, the silver lining, the hard truth or the solution is my motivator each day.


Opening our office in the Triangle has been an outstanding and exciting addition for me. It has allowed me the time and proximity to my home in Hillsborough to become much more active in my community through board memberships, committee work and outreach programs. Knowledge is power and I am passionate about helping others gain knowledge through these programs and organizations. It helps that I am cheered on by my biggest support and partner in life, my husband Beau. The other most important piece of my personal team are my ladies. Without my girlfriends and the wonderful women who surround me every day at the office life would not be as rich. We make the world go round and have fun doing it!

I take pride that I, along with my team at Erickson Advisors, am committed to continuing a legacy of personal care and dependable service that distinguishes our firm and brings you IMPACT.


  • Associates in Art, New York University

  • Bachelor of Arts in History, University of North Carolina at Chapel Hill


  • Certified Financial Planner™

  • Series 6, 7, 63 & 65 Registrations

  • Licensed to sell Life, Health and Long-Term Care Insurance

Current Memberships and Board Positions

  • Society of Financial Services Professionals

  • Treasurer of the Board, Orange County Rape Crisis Center


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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