Helping clients work toward financial independence will allow them more time to focus on other important aspects of their life such as family, career, and other interest.
My professional investment advice career began in 2000 as an Investment Representative with Edward Jones in Wilmington, NC. In 2008, I founded Wheeler Financial Management, Inc. an independent LPL Financial branch office. In 2011, I joined the team at Haines Financial, LLC / The Wealth Plan Company. I advise clients on financial issues such as retirement savings, retirement income distribution, college savings , and transferring wealth to future generations. I help clients identify financial goals and investment risk and then develop strategies to work towards those goals while managing risk.
Degrees, Certificates and Designations
– BS in Industrial Engineering from North Carolina State University in 1993
– AAMS® – Accredited Asset Management Specialist from the College for Financial Planning in 2012
– AWMA® – Accredited Wealth Management Advisor from the College of Financial Planning in 2012
– Certificate in Financial Planning from the American College of Financial Services in 2012
My Personal Life
I am a North Carolina native, and grew up in Sampson County where I achieved Eagle Scout as a teenager. In addition to spending as much time as possible with my family and two dogs, Scout and Bo, I enjoy dancing. Before starting my career in the financial industry, I owned and operated a successful family business, Taste of Country Restaurant. I am a member of Northside Baptist Church and the NC State Alumni Association.
Client Services Manager
I started my career in the banking industry back in 2004, where I became a Client Service Specialist before going part-time to raise a family. I joined The Wealth Plan Company in 2017. I’ve enjoyed getting back into a full-time client service role over the past few years. My favorite part of working here is building relationships with our clients and their families and making a difference in their lives.
My Personal Life
I moved to Wilmington with my family at a young age from Long Island, NY. My husband, Justin, and I live with our two young boys, Harrison and Charlie.
In my free time you can find me in the kitchen channeling my inner chef or spending time with the kids outdoors. We love the beach, the pool, and spending time with our family and friends!
Ready to start?
The first step in deciding if we are the right team to help you make better decisions is to have a 15-20 minute conversation to get to know each other. During this call, I will ask a few questions to get a feel for where you are in your journey as well as what you are looking for from an Advisor. I will also answer your questions about our firm and fees. Rest assured this is a no-judgment call, we are here to help. Feel free to use this online scheduler or you can call 910.679.4370 to have our team schedule it for you.
Robert's Calendar >>