Guided by a commitment to excellence and advisor success, Hope has served in many rolesat EBW since 2005. Currently, she provides oversight and guidance that helps ensure the firm’s advisors deliver financial planning services with integrity, consistency, and care.
A graduate of Appalachian State University’s Walker College of Business, Hope earned her degree with honors and a concentration in Financial Planning. As a CERTIFIED FINANCIAL PLANNER™ professional, she brings both technical expertise and a collaborative spirit to every aspect of her work.
Hope lives in the beautiful mountains of North Carolina, where she works remotely in a part-time capacity. She and her husband, Billy, enjoy an active life with their four children—skiing, mountain biking, and spending time outdoors together.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete CFP boards initial and ongoing certification requirements.
Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.