Investment Services are offered through CFS*
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As a CFS Representative, my entire focus is on being an active partner in strengthening the financial well-being of our members. Working with me, you can expect to have a financial advisor who will continually build your financial knowledge and be a proactive partner throughout your financial journey. My mission is to support my friends, family, and network to achieve their best financial selves.
I come to Skyla’s Investment Services team with 9 years of experience in the financial services industry and am ready to assist our members with professional advice on retirement preparation, 401k assessments, asset management and protection, and investment planning.
I graduated with a B.S. in Business Administration with a concentration in Finance from the University of North Carolina at Pembroke. When I’m not assisting Skyla members, I enjoy baseball, fitness, and spending time with my family.
Currently, I serve the following branch locations: Matthews, Asheville^, Ballantyne^, Belmont^, Forest City^, Kings Mountain^, and Huntersville^ in NC and Rock Hill, SC^.
^denotes location is by Appointment Only
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA / NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**For specific tax advice, please consult a qualified tax professional.
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