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
4
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
  • Business Retirement Plans
  • Investment Management
  • Saving for Education

Qualifications

  • Series 7
  • Series 66
  • Georgia Resident Agent for Accident and Sickness, Life, and Variable Products

Education

  • Bachelor of Science, Psychology, Georgia College & State University, Milledgeville, GA
  • College Preparatory Diploma, John Milledge Academy, Milledgeville, GA

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023

Professional associations

  • Association of Retirement Organizations
    in Higher Education

Previous experience

  • Georgia College & State University, Executive Director of Extended University, 1996 - 2020
  • C.T. Harris, Inc., Human Resources Manager, 1994 - 1996
  • Forstmann and Company, Inc., Human Resources Manager, 1991 - 1994

Community participation

  • Meals on Wheels of Baldwin County (I've volunteered to deliver meals for 31 years)
  • Chamber of Commerce
  • John Milledge Academy Board of Trustees (2008 - 2019)
  • Georgia College Alumni Board (2000 - 2012)
  • Georgia College Foundation Board of Trustees (2006 - 2010)
  • United Way of Central Georgia Board of Trustees (1992 - 1994)

Interests

  • Road and Mountain Biking
  • Exercising
  • Gardening and Working in the Yard
  • Traveling
  • Watching College Basketball and Football and Professional Baseball (Go Braves!)
  • Family Time