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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Christian Financial Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Circle of Success, 2005, 2006

Community participation

  • Advisory Board Member, Georgia Department of Education
  • Sponsor of National Foundation of Women Legislators
  • Board Member, Emerge Scholarships, Inc.
  • Children's Healthcare of Atlanta Legacy Advisor
  • Co-Director, National Association of Black Accountants
  • Member, Association of Financial Educators
  • Sponsor/Volunteer of North Fulton Community Charities

Interests

Travel, Reading, Vegetable Gardening, Cooking, Ballroom & Salsa Dancing and Ministry
I also do a little yoga and pilates to stay in shape!