Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Public Accountant (1978)
  • Personal Financial Specialist (2009)

Education

  • Master of Accounting (1978); Florida State University, Tallahassee, Florida
  • Bachelor of Arts, Accounting (1976); University of South Florida, Tampa, Florida

Interests

  • Tennis - active participant in Atlanta Lawn Tennis Association (ALTA) and United States Tennis Association (USTA)
  • Travel
  • Reading
  • Dogs

Community participation

Speaker at Roswell High School on Career Opportunities in Accounting.

Speaker with Millennial Money program sponsored by the Georgia Society of CPA's. This program provided information about budgeting, saving and investing to eighth grade students across the state.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020

Professional associations

  • American Institute of Certified Public Accountants
  • Georgia Society of Certified Public Accountants
  • Beta Gamma Sigma