I joined HB Financial back in 1992, my absolute favorite part of my job has been building real, lifelong relationships with our clients. As a Licensed Assistant to Stephanie Bailey, I get to combine that passion with my work to keep our practice running smoothly.
I know that financial paperwork and regulations can feel overwhelming. That is why I dedicate myself to making the process as clear, organized, and stress-free as possible.
The Professional Side:
- Securities Registered: I hold my FINRA Series 6 and Series 63 registrations through LPL Financial.
- State Licensed: Maintained my North Carolina Life, Health, and Variable Annuity license.
- My Role: Managing compliant workflows, account onboarding, and client care. I handle the complex administrative details and compliance pieces behind the scenes, giving our clients total confidence. My goal every single day is to ensure our clients feel completely supported, heard, and valued.
The Personal Side:
I am a proud Charlotte native, and today I live in Weddington, NC, with my husband, Clive, and our Great Pyrenees, Billie. We have two wonderful adult daughters, Morgan and Madison, and nothing brings me more joy than my 4 grandbabies who live just a short drive away! When I am not working or chasing grandkids, you can usually find me traveling, camping, boating, or just making memories with family and friends.