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
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Estate Planner (TM)

Education

  • Emory University, B.S. Biology
  • Emory University Medical School PhD Program in Physiology

Interests

I enjoy entertaining friends and family at our home.

I love vacation trips, especially when designed around our 5 grandchildren.

I am active and love my church Bible Study group.

I am committed to a physical workout regiment by my trainer.

And last but not least, playtime and exercise with our canine son, O'Reilly!

Community participation

  • Church Volunteer
  • Tri Delta Sorority

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021

Professional associations

  • Million Dollar Round Table, 2009, 2010
  • Member of the UF Advisor Network (UFAN)