Specialties
About Me
For more than 20 years, I’ve had the privilege of walking alongside people as a Financial Advisor, helping them navigate life’s big moments and build a secure future.
I’m passionate about creating lasting, trust-filled relationships—especially with those who’ve worked hard to grow their wealth and want a partner to protect it. My journey in finance has been shaped by a love for problem-solving and a deep commitment to seeing my clients thrive, both financially and personally. My career has taken me across industries and continents—from banking and management consulting to wealth management and mortgage banking, splitting time between the US and Japan. I graduated from the University of Notre Dame with degrees in Finance and Japanese, which sparked an incredible chapter in Tokyo, where I spent nearly eight years with global financial firms. Eventually, I landed in Charlotte, NC, bringing with me a blend of experiences that still inform how I serve my clients today. As a Certified Financial Planner™, Certified Divorce Financial Analyst®, and Chartered Retirement Planning Counselor, I’ve gathered tools and perspectives that help me adapt to whatever challenges come our way. I’ve guided families and individuals through every twist and turn of the economic cycle—including the chaos of the 2008-2009 Financial Crisis. What drives me is a belief that your financial plan should be as unique as you are. I don’t lean on one-size-fits-all solutions. Instead, I take an active, hands-on approach to managing portfolios, staying nimble so we can safeguard what you’ve built and seize opportunities as they arise. I’ve always admired the wisdom of investors like Warren Buffett, who remind us to stay prepared for the unexpected. That’s why I focus on dynamic, personalized strategies to cut through the noise of today’s markets. My goal? To help you feel confident and empowered about your finances, so you can focus on living the life you’ve dreamed of. I’d love to sit down with you, hear your story, and explore how we can work together to make your goals a reality. Let’s build something meaningful, step by step.
♥
Interests & Hobbies
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Credentials
CFP®, CDFA®, CRPC
Chartered Designations
What do these credentials mean?
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Disclosures
Gugle Wealth Advisory (“GWA”) is a registered investment advisor offering advisory services in the State of South Carolina and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Gugle Wealth Advisory disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. GWA does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall GWA be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if GWA or a GWA authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Gugle Wealth Advisory is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. Gugle Wealth Advisory does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Gugle Wealth Advisory’s website or incorporated herein, and takes no responsibility thereof.