Providing our customers with the best service that we possibly can will always be our number one priority here at TruPoint Investments. We want to make it known that you are not without help and you are not on your own when it comes to your financial needs and decisions. Each and everyone of you have a different situation, and that is exactly why we believe every individual who we have the privilege of serving should be treated in a unique and personal manner.
We offer access to a variety of services ranging from retirement planning, college saving, life insurance, and much much more. We are committed to making investing everything it should be. Our focus is to find investment products that meet your investment goals and risk tolerances. We would love the opportunity to get to know you and have the chance to help you meet your needs. Give us a call and let us take the stress and worry out of your hands.
Meet our Team
My goal is to help create understanding about how the markets work and to help you to understand what causes the fluctuations on a day to day basis and to demonstrate how a diversified approach can potentially provide a smoother path. Diversification is a method of controlling risk. It does not assure a profit or the avoidance of loss. But, historically a balanced portfolio has provided a less volatile experience over time. That is my main objective, even though past performance is no guarantee of future results.There are no guarantees in investing and lots of time you are putting blind faith in me to guide you.
What I consider my number one priority to be is to earn that trust so that it is no longer “blind.” After a year of working with me, hopefully, you will be telling friends and family about me and about my team. Not because I got you the best returns but because I didn’t leave you in the dark. If I do that, then I believe the returns will come. As a Retirement Income Certified Professional® and Wealth Management Certified Professional, or RICP® and WMCP®, I work with my clients to obtain a secure retirement. Whether you are accumulating assets, transitioning into retirement, or already retired, I am ready and able to demonstrate the value that I can provide to you. Retirement planning, just like anything else, requires more than just a handshake. It requires someone who is educated and specifically certified to guide you along the way.
To me, this is not a job, it is an opportunity to leave my little area of the country a little better than how I found it. I leave you with this quote from Abraham Lincoln… “In the end, it is not the years in your life that count, it is the life in your years.” Let me and my team worry about the finances and take that fear out of your life… You have better things to do.
I have lived most of my life in Abingdon, Virginia. I was raised by a single mother who worked three jobs to take care of us. I am the oldest of three kids, so I feel like I have a motherly instinct naturally. My mother always instilled hard work, self - discipline, and the ability to take initiative. I have always had a good work ethic, and I feel that hard work will always pay off. I graduated from Abingdon High School, and I began Virginia Highlands Community College. I transferred to Emory & Henry College and graduated in 2007 with a Bachelors of Arts, a very proud moment of my life. In 2008, I began my career with TruPoint Bank and Infinex Investments. I love my job and love working with you to provide and investing experience that is tailored to meet your individual needs.
I live in Damascus, Virginia with the loves of my life, husband Cory and our daughter Layla. Hands down, she's the greatest accomplishment of my life thus far. We love the outdoors; you will always be able to find us hiking, biking, or camping.
To close I will leave you with one of my favorite quotes, "Life is either a daring adventure or nothing at all." -Helen Keller.
I was born and raised in Haysi, VA, and now live in Grundy. I am the oldest of five siblings and have four brothers and one sister. I joined the team at TruPoint Bank in 2009; initially as a teller and universal banker. Prior to coming to Trupoint, I attended the University of Virginia at Wise where I focused on economics. I am married to the love of my life, Hannah, and we have two beautiful daughters, Tori Kate & Eleanor. In my free time, I enjoy spending time with my family, meeting new people, and, of course, talking. I have always enjoyed the markets and have spent a lot of time learning the “ins and outs” of stock market investing. I love watching CNBC and following financial news in general. It is very interesting to watch the media’s response to economic conditions. Working hard has always been part of me and I enjoy the challenge of learning new things. As the sales assistant for Michael and Alicia, I am looking forward to helping you any way possible. Give me a call anytime so that I can get to know you better.
The mark of RICP ® and WMCP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The American College can disallow use of the RICP® & WMCP® if advisors do not adhere to the program's ethical standards, continuing education, and other requirements.
Products are not insured by FDIC or any Federal Government Agency, may lose value, and are not a deposit of or guaranteed by TruPoint Bank or any bank affiliate.