Advisor profile


My approach

Are you a divorced woman who has some confusion around how to make financial decisions, where to start and what questions to ask so you can create the lifestyle you want now and in the future?

Some of the most common questions I get are:

“Do I have enough money to sustain my lifestyle and not worry about running out of money?”

“Might I have to go back to work and if so, when?”

If questions like these cause any stress, uncertainty or fear, having clarity about what to do and where to focus might be helpful.

I’m here to help you!

Right now, you might be wondering how you're even going to make it through this difficult time (whether you just divorced or you've been divorced for years).

I have helped women, just like you, plan to achieve their financial goals and live the life they want.

I have no idea if I can help you or not, but I am extremely passionate about working with women to navigate through the post-divorce process and feel more confident that they’re better positioned and have a financial plan to guide them through it all.

If any of this resonates with you, then let’s connect and jump on a quick call.

I’m happy to answer any questions you may have about my process and even share 2-3 ideas that might help point you in the best direction.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Family Finances
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA, Georgia State University

Interests

I'm a long term member and supporter of the Juvenile Diabetes Research Foundation (JDRF). I'm involved with their annual fundraising events: Spring Gala and Walk for the Cure. Great strides have been made in the treatment and management of Type 1 diabetes and finding a cure is a top priority for me!

My husband of 26+ years and I love to travel and are committed to traveling internationally as well as across the US. My sport of choice is snow skiing. There are so many great places to ski so we try to go somewhere new every trip. I'm an avid reader and long time member of a book club. I've recently taken up kickboxing!

Community participation

  • Alabama Chapter of Juvenile Diabetes Research Foundation (JDRF)
  • Birmingham's Best Business Network International (BNI)
  • PROPS

Awards & recognition

  • Women's Choice Award: Financial Advisor, Women Certified, Inc., 2014-2016

Previous experience

  • Merrill Lynch, Pierce, Fenner & Smith, October 2002 - March 2011
  • Salomon Smith Barney, April 2000 - October 2002

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.