Kay entered into the financial services industry because she wanted a challenge. Thirty years later, she has more than proven she is up to any challenge the industry can deliver and is truly the gold key to our Goldsboro office. Here, Kay oversees all aspects of our client services, combining experience and empathy in helping our clients.
A registered sales assistant, Kay has a career that spans more than 30 years. She began as a wire operator, assisting multiple financial advisors, and started working with us more than 17 years ago. She has found the right fit in client services, as she finds the long-term relationships she builds with our clients the most gratifying aspect of her work.
A Goldsboro resident, Kay relishes her time with her husband, children, and grandchildren. She is a veteran skydiver—which she states was quite addicting—who now delights in painting landscapes and surf fishing.
Education and Certifications
- Accounting/Bookkeeping, Mount Hood Community College
- Accounting/Bookkeeping, Wayne Community College
- Series 7 and 63 Licenses