Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Family Finances
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Insurance
  • Cash Flow Management Strategies
  • Small Business
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • University of Georgia - Bachelor of Business Administration (BBA) degree in Finance

Interests

I enjoy traveling, reading fiction, cooking, watching documentaries, and listening to podcasts.

I live in Midtown, but I take advantage of activities all over metro Atlanta.

I'm an active advocate for the rights of aging Georgians. I'm a Board Member for the Thanks Mom and Dad Fund® and I volunteer for Senior Week at the Capitol sponsored by the Georgia Council on Aging.

Community participation

I'm an active Board Member for the Thanks Mom and Dad Fund®. The Thanks Mom & Dad Fund® is a charity created to honor parents, grandparents and mentors by supporting programs and services for the aging population in Georgia.

Previous experience

  • Element Wealth Advisors – Ameriprise Financial: Financial Planning Specialist, 2015 to 2017
  • Element Wealth Advisors – Ameriprise Financial: Client Concierge, 2013 to 2015
  • Financial Analyst in the Construction Industry, 2005 - 2013