Private Wealth Advisor, CFP®
Our most valuable assets are not financial — they are our health, our time, and the people we love.
I grew up in Macon, GA — the music capital of the South — where live music and southern culture shaped my early roots. Drawn to creativity and history, I attended the College of Charleston. Though surrounded by the arts, I chose to study business, inspired by my father's entrepreneurial spirit and my grandmother's lessons in investing.
My career began in Charleston and took me to Charlotte, the financial hub of the South. Early on, I was guided toward operations and administration — roles that taught me the importance of service and the client experience. I soon realized my passion was not in transactions, but in helping people create meaningful financial strategies.
Over 22 years in the industry, I've learned that our most valuable assets are not financial — they are our health, our time, and the people we love. Today, my work centers on helping women in transition design lives of stability, purpose, and possibility. With education, strategy, and support, I guide clients to align their resources with what matters most — so they can thrive, not just survive.
When not focusing on my work, I can be found cooking, practicing yoga, walking Skydog in the park, playing tennis and attending live music events. I adore being with my family — 2 daughters, my spouse and my mom who lives close by.
Latest from Brandon
Designed for women navigating transitions, building new futures, or simply seeking a healthier relationship with money, the 3W Project offers a new path forward.
Ask yourself every day. “What do I need to feel centered and grounded?
Meditating with positive affirmations and breathing through certain poses to clear and balance the root chakra are not scientifically proven to create positive financial outcomes, but the combination of both of these behaviors and practices are likely to keep you feeling more positive and grounded during volatile times.
