Claire is much more than a licensed financial advisor. She’s the type of talented person you find in every successful company — friendly and outgoing; smart, organized and driven. You might say she’s the one who keeps the trains running on time.
Claire has spent more than 20 years in financial services. She has worked for some of the biggest names in the industry — including Morgan Keegan, Edward Jones, and Prudential Securities — and has an innate ability for knowing how to get things done.
When she joined White Oak Wealth Partners in 2018, Claire was drawn to the firm’s intentional desire to work with a more distinct group of high-net-worth families. It was a place where she could provide more personal service to her clients. A place that valued honor, integrity and relationships above all else. And a place where Claire could achieve a healthy work/life balance — no small consideration for someone with four young children (including a set of triplets!).
Claire assists clients with a wide range of financial needs: retirement and estate planning, education planning, business succession planning, and much more. She also helps manage the firm’s operations, focusing on growth and profitability, compliance issues, and a whole host of other tiny but important details that make her an invaluable asset to everyone at White Oak.
A graduate of North Carolina State University, Claire and her husband live in Raleigh with their four children. They enjoy spending time at Topsail Island, their home away from home.