Our Team

I am the founder of Metis Wealth Management- an independent firm that I created to help clients define and achieve their goals. Most of our clients are successful business men and women, entrepreneurs and professionals who are great at what they do. However, they also recognize that they need someone whom they trust to help them with their financial lives. Our firm fills an important niche: a local, trusted financial advisor who is knowledgeable, professional, caring and provides great service. I take great pride in the relationships that we have with our clients and find the intersection of finance and service very rewarding.

I live in Sea Pines, on Hilton Head Island, SC with my wife and business partner, Pat. Like so many others, we had been visiting Hilton Head for many years as vacationers before we decided to call the island our home. We have been actively joining in community activities since we moved here and you can often find me on the golf course or enjoying the local scenery at the beach club or Harbour Town.

I joined Roy shortly after he started his first RIA firm in 1998. I started as the Operations Manager, but my roles and responsibilities have grown throughout the years, including becoming a CERTIFIED FINANCIAL PLANNER™ in 2007. I am currently Chief Operations Officer and the Senior Financial Planner for the firm.

Focusing on the planning side of the business allows me a fulfilling experience where I can focus on helping clients plan for their future while getting to know them on a deeply personal level which allows our company to provide an exceptional level of service for our clients.

I live in Sea Pines with my husband, Roy. I love experiencing all Hilton Head has to offer- from the Heritage golf tournament in the spring to the Bluffton Art and Seafood festival in the fall. You will often find me outdoors enjoying the Lowcountry lifestyle to fullest.

Prior to joining the Metis team, I worked in supply chain for Target Corporation. My last position was Production Controller where I was responsible for the day to day operations of a 1.6 million square foot distribution facility. Target was a great launching point for my career as I was able to learn how to manage people, coordinate teams, and drive financial performance. The experience also gave me insight into the functioning of large corporations.

I graduated from the University of Vermont with a BA in Economics and a minor in Business Administration focusing on Finance. I am currently pursuing a CERTIFIED FINANCIAL PLANNER™ designation and successfully passed the CFP® exam in November 2018. I also enjoy attending Hilton Head Island-Bluffton Chamber Young Professionals events to continue to develop and network with others in the Lowcountry community.

My wife, Jenn, and I have a hobby farm with a dog and 3 horses and you can always find us outside either working around the farm or golfing!

I joined Metis in 2017 after a successful 6-year career with one of the largest retailers in the nation. I am a Financial Planner with a focus on operations and helping Young Professional clients achieve their financial goals.

After graduating from the University of Vermont with a BS in Business Administration, I headed south for better weather and expanded career opportunities. I held a variety of positions with Target Corporation including two years as a Property Management Business Partner where I oversaw the facilities management for 23 stores in the Dallas-Fort Worth area.

I started pursuing a CERTIFIED FINANCIAL PLANNER™ designation in 2016 and moved to the Lowcountry in 2017. I am active in the Hilton Head Island-Bluffton Chamber of Commerce Young Professionals and have found it a great way to build relationships with others throughout the HHI/Bluffton area.

I live in Ridgeland with my husband, Robert, our rescue dog Kylie, and our three horses. When I’m not working you can find me outside riding horses, learning to play golf, and enjoying everything the South Carolina Lowcountry has to offer.