Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BSBA Marketing, Auburn University, Auburn, Alabama
  • High School, Mcgill-Toolen Catholic High School, Mobile, Alabama

Community participation

One of our company values is respect for individuals and the communities in which we live and work. So every year, we close down the office for an afternoon and volunteer at a local charity. This past year we chose to cook dinner for the families at Ronald McDonald House Charities of Mobile, and of course had a great time in the process!

Interests

  • Spending time with my family, friends and my two dogs (Milo & Archie)
  • Reading, painting, kickball, running, boating and renovating my 125 year old historic house
  • Watching & supporting the teams associated with two places very near & dear to my heart - Auburn University (War Eagle!) & Chicago, Illinois (Go Cubs Go!)