Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Planning Strategies

Community participation

Habitat for Humanity

Kappa Kappa Gamma Alumnae Association, Member

ProWin (Professional Women's Information Network), Member

W.I.S.H Society, Member

Samaritan's Purse

Member of the Georgia Southern University Athletic Foundation