I am a Tennessee Volunteer that has called North Carolina home for 30 years! I started as an administrative assistant in 1999 for Raymond James Financial. I became very passionate about empowering clients with their personal wealth and assisting retirement plan sponsors with their Fiduciary duties. During my time at Raymond James, I obtained my Series 7, 66, 9 and 10 and insurance license. In February 2018, Paradigm Financial, LLC was incepted to provide the highest level of service with a comprehensive approach. The name was derived from Paradigm shifts in life and in business, which I have experienced, personally. I obtained my Accredited Investment Fiduciary, AIF® in 2017 and currently serve employers that have 401(k) or 403(b) retirement plans and conduct comprehensive life planning for families.
I am a married Hockey mom. My husband, Tyson, is from New Hampshire and has played hockey his entire life. He passed that passion down to our son, Thomas. Thomas is a 13-year-old ice hockey goalie and an exceptional student, of whom we are extremely proud. We enjoy traveling to new places for vacation and for hockey. The lake and the beach are our favorite summer locations. We deeply value spending time with family and our three fur babies, Blu, Luna and Tater. We are fortunate to have all our parents within an hour of us. We support our community in anyway that we can. Paradigm Financial supports North West Guilford Middle School, A Simple Gesture, The Freedom House, and Friends of Guilford County Animal Shelter.