I began my career in financial services in 2001 and have been serving clients in Griffin, GA, since 2008 as a financial advisor.
I prioritize understanding what matters most to you before discussing investment strategies. By collaborating closely with you, your CPA, attorney, and other professionals, I help create personalized financial strategies tailored to your unique goal. Whether it’s planning for retirement or navigating other financial priorities, I’m here to provide clarity and guidance, giving you more options for the future.
I’m fortunate to have a highly experienced team supporting me. Rhonda Harwell and Natalie Edwards, bringing over 60 years of combined experience in financial services, are dedicated to delivering the highest level of service. Whether you have questions about statements, dividends, stock certificates, or your account in general, they are always ready to assist.
Originally from Marietta, GA, I have called Griffin home since 1998. My husband, Tony, and I have two children, Hunter and Hayden; daughter-in-law, Cassidy; and a granddaughter, Vivienne. I am an active member of the Griffin community, having served as past president of the Kiwanis Club of Griffin and chairman of the Five Loaves Two Fish Food Pantry.
Relationships are at the heart of my practice. I believe meeting face-to-face builds trust and allows me to better understand the unique challenges and goals of my clients. Backed by a dedicated team and robust resources, I am committed to helping you achieve your long-term financial goals.