As a Registered Associate at Inspired Wealth Planning, my responsibilities include both handling customer transitions and paraplanning. I specialize in both Transfers (general and retirement) and Life Insurance, which allows me to help solve my clients' needs and goals. I enjoy learning about financial products and how they help people.
I have over 19 years of experience in the financial services industry, with most of it in financial planning with Edward Jones. Prior to beginning my career, I received a BBA in Marketing from the University of Memphis. I am motivated by helping people feel secure in their financial plans and confident about their financial future, and I am gratified by providing value by making sure my clients feel secure knowing their money is in good hands because I care about who they are as a person, not just a client.
I live in Tifton, GA with my husband of 29 years, Frank and our son Quinn, as well as our 2 dogs and duck. We also have two daughters, Peyton and Jill. In my free time, my husband and I enjoy RVing and riding our bikes (mountain biking for him, trail riding for me).