I became a financial advisor 27 years ago and strive to provide an excellent level of service to my clients. At Inspire Wealth Planning, it’s rewarding to assist clients in their financial planning, attainment of retirement goals and financial legacies for their families. My business approach is relationship focused. I hold the Accredited Asset Management Specialist (AAMS) and Certified Exit Planning Advisor Certifications (CEPA).
My focus areas include but are not limited to entrepreneurship and small business ownership, insurance and annuities, retirement income and savings strategies, and estate, legacy and wealth strategies. Through active listening, I can determine clients’ needs and products best suited for them. Their portfolios are customized, tailored and planned specifically for them.
I live in Perry, Georgia and enjoy reading history, current events and nonfiction books. I am a lifelong learner and enjoy serving in leadership roles and mentoring the younger generation. I am an active member of Houston Lake Presbyterian Church where I serve as a deacon. I also enjoy cooking, traveling and spending time with my friends, children, grandchildren and my Goldendoodle, Barkley.
