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

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Small Business
  • Women's Financial Strategies
23
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
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • My husband and I are collectors of glass, art and pottery.
  • You'll find me at auctions and estate sales frequently.
  • I collect vintage jewelry and make gemstone jewelry.
  • Science fiction books and films are my favorites.

Community participation

  • Douglas County Chamber of Commerce Member, Past Foundation Chair
  • Rotary Club of Douglas County Past President 2010-2011-2012, member 1999-2016
  • Leadership Douglas Graduate 2004, Class Co-Chair 2008-2009
  • WellStar Douglas Regional Health Board Past Chair 2012-2013, Board Member 2008-2019
  • Douglas County Chamber 2015, 2014 & 2012 Small Business of Excellence
  • Douglas County Chamber 2015 Small Business of the Year
  • Douglasville/Douglas County Cultural Arts Council, multiple year Past Board President, Current Board Member
  • Rotary Club of Centre, AL, Past President 2018-2019, member 2016-2019

Awards & recognition

  • Five Star Wealth Manager, 2012-2019

Previous experience

  • Director of Manufacturing, Georgia Operations, Crown Crafts, Inc., Calhoun, GA 1984-1997