Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • MBA Master of Business Administration

Education

  • MBA in Financial Risk Management, Georgia State University, 2008
  • BA in Finance, Georgia State University, 2004

Community participation

  • Augusta International Exchange Coordinator (IEC) with EF Foreign Exchange Year. Hosting a foreign exchange student is like bringing a piece of the world into your home – it opens your heart and mind.
  • Volunteer, PTA member, and "classroom mom" at Lake Forest Hills Elementary school and Davidson Fine Arts Magnet school.

Interests

  • My passion is connecting cultures and people for the betterment of others. My family was introduced to foreign exchange in 2015 and it became a deep-rooted part of who we are.
  • I have two children, Jeremy and Adalynn. I am very active in their education, social, and sport activities. Adalynn is in her second year of ballet and strives to be a prima donna. Jeremy loves art, dance, and drama. We love weekend road trips, local festivals, and going to the beach.
  • My husband and I are live-music buffs. You can often find us enjoying local open-air concerts, taking in a show at the Fox Theater, or sneaking away for a long weekend in New York.