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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Five Star Wealth Manager, 2012-2022

Previous experience

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

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, past Board Member
  • Rotary Club of Centre, AL, Past President 2018-2019, member 2016-2019

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.

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.