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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Women's Financial Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • JD

Education

  • JD, Mercer University, Walter F. George School of Law, Macon, GA
  • BA, Criminology, Florida State University, Tallahasee, FL

Professional associations

  • FPA

Community participation

https://www.facebook.com/#!/KittredgePark

Interests

Scuba diving

Gardening

Poetry