My mission is to always go with my highest conviction with the utmost degree of integrity. To continue to be proactive and help educate each client and also give them greatest peace of mind and clarity for the future using very stringent principles. As a member of the Vegh Naber Carter Group, I’m proud to have partnered with so many families in the Louisville community over the years and to have seen their plans realized. I have been involved in the wealth business for 52 years and attended Emory and Henry College Virginia and Bellarmine College, which enables me to bring a unique perspective to my clients. I have won “Broker of the Year” several times with my respective firms, and have trained over 200 brokers in the industry. Over my career, I have worked in every aspect of the industry from management t sales, compliance, training and education.
Although I am in the financial industry, my community is my passion. I am on the Board of Regents for Whitehall Historic Homes of Louisville, and I lecture on Antique German Toys of the 19th Century all over the country, and consult with Museums around the world. I also started the Financial Planning Seminar Program for Adults and Children back in the 1970's, and was one of the first women in the South to work with option and complex strategies.
In addition to wealth management, I also work with young people talking with them about how hard they need to work and to excel on their ACT, SAT scores and for their parents to encourage their work ethic to be effective in life. My goal is to make an overt difference in someone’s life every day in some capacity.
Want to learn more about my practice? Explore the process, values and experience I use to help you get where you are going. My mission is to help guide and support you in order to achieve your dreams.
This is your story.
I can help you write it.