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 Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and 66 Securities Licenses

Education

  • BS degree in International Finance from Georgia State's J. Mack Robinson College of Business

Interests

Spending time with family

Cooking at home with a glass of wine

International travel

Watching football and soccer games

Fine dining

Live music

Reading historical fiction novels

Community participation

FMB Advisors - Community participation photo

Member of Peachtree United Methodist Church and of Cathedral of St. Philip

Active member of Junior League for over 9 years

Volunteer at Highpoint Elementary School for Everybody Wins Reading Program

Children's of Atlanta Highpoint Guild

Member of Sandy Springs Perimeter Chamber of Commerce

Board Member of the Georgia Center for Child Advocacy

  • Food Well Alliance

Awards & recognition

  • Ameriprise Women’s Empowerment Network Mentorship Award, 2021