Planning & Lifestyle
Financial Literacy is Important, Trust Us
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Judy is a former wealth manager with vast experience in accounting, banking, commercial lending and business ownership. She was unexpectedly widowed at 49 and has a soft spot for helping clients navigate life changes with holistic, personal planning and honest guidance.
Judy took a nontraditional path to get to where she is today. After graduating with a Bachelor of Science in accounting from Clemson University, she worked in the consumer and business banking divisions for 12 years.
An active public speaker, Judy has been asked to address numerous professional and social organizations, including Barron’s, about the need for coordinated financial planning.
Judy enjoys racing sailboats, cycling, traveling and hiking. She’s also an animal lover and owns a quarter horse, miniature donkey and dogs and cats.
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