Over the last 14 years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time - - while maintaining consistency with their individual comfort level, investment time-line and goals. Working together, I can help you create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) reduction of estate taxes when your accumulated wealth is passed on to your loved ones. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a trusted partner of Coastal Federal Credit Union, I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• How will you pay for a child's or grandchild's education?
• Financially, what would happen to your family if you died?
• How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CUNA Mutual Insurance Society and a registered investment advisor.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

• BA From UNC-Chapel Hill
• Certified Financial Planner Certificate Program, Boston University

• Girl Scout Troop Leader, Trinity Park Neighborhood Association Executive Board, Jr. League of Durham and Orange Counties, Durham Inter-Neighborhood Council, Genesis Home Development Advisory Board, Sunday School Teacher

Career Highlights . . .

• Sr. Financial Advisor with Coastal Trust and Investments
• Financial Advisor with BB&T Trust and Investments
• Financial Advisor with CCB Trust and Investments

• Grew up in Greensboro.  Lived in the Triangle since 1984. Married to Peter Tompkins.  Two children, two cats, one dog and one husband.  Hobbies include running, cooking and traveling and teaching spin classes at the YMCA.