Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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
7
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