What is your favorite quote? “Happiness is the journey, not the destination.”
Where is your happy place? Duck, NC
For what in life do you feel most grateful? My family
The best part of working for Acorn is working with knowledgeable advisors to provide comprehensive recommendations to clients
My dog’s name is June
One thing I couldn’t live without is my first cup of morning coffee.
TD Ameritrade »
Login to BlackDiamond to view your Acorn Client accounts held at TD Ameritrade.
Buckingham Strategic Partners
View your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.
Schwab Alliance »
Login to view your Schwab account and add or update your e-delivery preferences.
Login to view your Pershing account and add or update your e-delivery preferences.