PlanTrust Wealth Management is a registered investment advisory firm whose mission is to help individuals Live Better Today, Prepare for Tomorrow™. It is our belief that financial planning is the guidebook that enables individuals like you and I to understand our capacity to invest in the things that matter to us. With planning, we can answer the most important questions such as:
Money encompasses all areas of life and is one of the tools in life's toolbox. What money means and the challenge it presents is unique to each individual, therefore a personalized approach is essential. Building wealth requires a shift in mindset and although money alone will not solve our problems, the right mindset together with a personal approach to money management will allow us to improve our lives as we work to achieve our goals.
We know that financial conversations can be uncomfortable because they require us to be vulnerable. Unfortunately, because of this, individuals who would benefit from financial planning sometimes shy away from it because of a lack of trust or simply the idea of sharing such personal information would be so unpleasant. For this reason, our business is based on real relationships not transactions.
Our clients are individuals at different stages in their lives who permit us to be their lighthouse of hope guiding them on their financial journey.
I have years of experience in the financial service industry working with a variety of clients at different stages of their lives. I launched PlanTrust Wealth Management in March 2021 to serve and to add value to the lives of individuals who are in the wealth accumulation phase of their life. I have worked for some of the largest firms in banking, retirement plan recordkeeping, and asset management. I enjoy creating an environment where clients are empowered to share their retirement dreams, and their financial goals. I love the partnership and the ultimate reward of helping someone see a path to achieving their financial goals and reaching financial independence.
As a financial advisor, I create customized guidance based on my clients' entire financial picture. I believe that trust is the foundation of every great relationship and the relationship with your advisor should be no different.
"To whom much is given, of them much is required". I enjoy community service so I am involved with many organizations who support small businesses and young leaders.
I have been featured in several financial publications including CNBC, Yahoo Finance, U.S News & World Report, and Fiduciary News.
When not at work serving clients, I enjoy family time with my wonderful husband Roger and our two sons, Darniel (16) and Elton (5). I am a Florida native but I was blessed with an opportunity to live in Africa for several years. My cultural experiences have helped mold me into the person I am today.
I would love to partner with you.
Registered Investment Advisors are held to a fiduciary standard meaning that they are required by law to act in the best interest of their clients.
Our office is located in Columbia, SC but we can meet virtually.
We believe in long-term, diversified investment strategies based on a client's risk tolerance, time horizon and objectives. We may use no load mutual funds, ETF's, individual stocks and bonds when building client portfolio.
We use industry leading tools to research, screen and monitor investments.
Clients will have access to their accounts and can view them at anytime. Monthly statements will be sent by the custodian and clients are encouraged to review them.