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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

I serve as Mentor Coordinator for the AL Chapter of Juvenile Diabetes Research Foundation (JDRF). Mentors volunteer to counsel people newly diagnosed with Type 1 diabetes.

I also strongly support JDRF's annual fundraising events: Spring Gala and Walk for the Cure. Great strides have been made in the treatment and management of Type 1 diabetes and finding a cure is a top priority for me!

My sport of choice is snow skiing. There are so many great places to ski so we try to go somewhere new every trip.

I'm from Austell (west of Atlanta), GA and I love to visit my family there as well as Seattle, WA where my brother and his wife reside.

Community Participation

  • Alabama Chapter of Juvenile Diabetes Research Foundation (JDRF)
  • Birmingham's Best BNI

Areas of Focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance

Experience

Qualifications

  • CDFA™  Certified Divorce Financial Analyst
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • BBA, Georgia State University

Files for Download

My Videos

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My Photos Show Thumbnails

Chief Market Strategist David Joy speaks to the audience at The Club.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.