Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Charitable Giving
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of North Carolina BS - Accounting

Interests

  • Competition traing for my little Bichon Frise who is a direct descendant of JR who won the 2001 Westminster
  • Church choir, teaching 3 and 4 year-olds how to sing, other volunteer activities.
  • I also workout with a personal trainer (and my little dog) to improve physical wellness.

Community participation

  • Church Choir
  • Adult Class Sunday School Teacher
  • Teach Dave Ramsey's Financial Peace University at Johns Creek United Methodist Church
  • Involved with Crown Ministries
  • Volunteer and Horse Handler - Driving Magic, Inc. Driving Magic provides group or individual lessons and interactive events for children and adults with developmental and/or physical disabilities. They use wonderful horses to provide therapeutic carriage driving and horsemanship programs for both ambulatory participants and those needing wheelchair accessibility. There is nothing like the outside of a horse for the inside of the students.

Professional associations

  • Financial Planning Association
  • Georgia Society of Certified Public Accountants