Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
22
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℠

Interests

  • Walking and Hiking - May 2011 I hike the Grand Canyon rim-to-rim with a 40 pound pack! May 2012 hiked to Havasu Falls! A part of the Grand Canyon (west of the 2011 hike) that takes you to the Havasupi Indian Reservation, 2015 Zion Park in Utah! 2016 will be a 800km hike in France and Spain - Camino de Santiago!!
  • Susan G. Komen for the Cure - 2015 will be my 8th year walking. Team "Benign Lumps" has walked over 15,000 miles combined, and raised over 50,000!
  • American Cancer Society Relay for life - Gwinnett. This is the largest "Relay" in the world!!
  • Great food and wine! My husband, Michael, is a Sommelier and I am an amateur foodie!

Community participation

  • Active in the Susan G. Komen for the Cure Breast Cancer 3-Day Walk : Walker 2006, 2007, 2008, 2010, 2013, 2014, 2015. Team stalker 2009, 2011, 2012.
  • American Cancer Society Relay for Life - Gwinnett: 2010

Awards & recognition

  • Five Star Wealth Manager, 2013-2015