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

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Community participation

FMB Team volunteering at the "Tapestry" Atlanta Community Garden with Food Well Alliance
FMB Team volunteering at the "Tapestry" Atlanta Community Garden with Food Well Alliance

The FMB Advisors Team participated in the Ameriprise Day of Service - June 2021

In collaboration with the Atlanta Community Food Bank, the Food Well Alliance volunteer program works to support gardens and nonprofit urban farms across the greater Atlanta area. Support is provided in the form of technical advice and garden planning assistance, seed donations and volunteer workdays.