Judy was born in Dallas and raised in Houston Texas. After high school, Judy moved to Raleigh, North Carolina to attend NC State University. Judy’s parents and extended family all are natives of Harnett County and all still live there today. Judy has spent her time raising two wonderful boys, Conrad & Preston, and building her extensive fitness training business. Judy’s love of serving others made for a seamless transition into the wealth management industry. After 20 years in the fitness industry, Judy shifted her expertise to The Capital Planning Group, acting as a Client Relationship Manager. Judy has worked alongside David S. White for the past 8 years and prides herself on providing a boutique experience for their clients.
Judy has spent many hours in the wealth management industry studying and developing her skills to ensure she is able to proactively determine the needs and opportunities for our firm's clients. Judy’s leadership and experience in small business operations have been a valuable contribution to our firm and the clients she serves.
In her spare time, Judy volunteers with faith and community-based projects, such as the Boys and Girls Club of N.C., the Boys Scouts, Foot Prints on the Court, Helping Hands, and various church organizations. On weekends, you will find Judy playing golf or tennis. She captains many USTA teams and has led several teams to the North Carolina State Championships, as well as the U.S. Sectionals and U.S. National Championships.
Please do not hesitate to contact Judy with any questions about The Capital Planning Group. We would love to spend time getting to know you and your family’s financial goals!