With over 30 years of experience, Midge strives to discern her client's financial concerns, understand their life style and help them gain clarity on their monetary goals. There are alot of options for wealth management and she offers an independently personalized strategy geared to maximize your investments while honoring your risk tolerance. Her goals are simple. To ensure clients don't outlive their money and to provide customer service like you have never seen from a financial advisor before.
Additionally, Midge holds Series 7, series 63 and Series 65 registrations as well as Life, Health and Variable Insurance, and Long-Term Care. She is an Investment Advisor Representative with state securities registrations in CA, CT, GA, IL, IO, NC, SC and VA. As Certified Registered Tax Preparer, Midge also provides tax preparation as a service for her clients.
Midge lives in Concord, North Carolina with her two daughters, Emily and Kaylee. She has the unique experience of being an adoptive mom which led her to specialize in adoption planning and strategies for financing adoptions for many years. With a thorough understanding of federal, state and corporate adoption assistance programs available, she can help navigate the often murky road. And, the financial planning guidance continues as families grow, including preparing for college and retirement expenses.
With a passion for both sports and the outdoors, Midge is a giant Panther fan. She hasn't missed a Panthers game in over ten years with Emily alongside her for most games as an equally ardent supporter. In the off-season, Midge enjoys dabbling in mid-century decorating. She is always working on her home or in her yard with her two rescue Basset Hound dogs.