Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investment Management
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Christian Financial Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies

Awards & recognition

  • Wellspire Financial Group, Ameriprise Client Experience Award, 2021

Community participation

We are excited to partner with Junior Auxiliary of Starkville as a Downtown Drawdown Event Sponsor. The Junior Auxiliary of Starkville is group of women dedicated to providing volunteer service and community service in support of the welfare of local children and families.