WFA Biography - Development Form

(e.g., Joe in place of Joseph)
(Street address, City, State)
Include all years of experience in financial services, regardless of role.
Example: Both of my parents were high school teachers, so I always knew I wanted to work in a career in which I could help people through education. As a “financial educator,” I help my clients turn long-term financial dreams and life goals into a reality through sound financial planning.
Example: Asset management, estate planning strategies, retirement planning, work with clients in a specific field (medical, academic, research, etc.)
Example: Bachelor’s degree in Finance from the University of North Carolina, MBA from Davidson College
Example: Former Treasurer for the Ronald McDonald House of Charlotte, Current Board Member for Veterans Bridge Home, and regularly volunteer with my family at Hands On Charlotte.
Example: I live in Charlotte with my husband, Tim, and our two sons, Daniel and David. In my free time, I enjoy gardening, playing tennis, and helping coach my son’s little league baseball team. We have two Labrador Retrievers that we enjoy taking on hikes, which is one of our favorite ways to stay active.
Example: I grew up on an army base in Germany, and I speak German, French, and English.