As the Director of Operations and Registered Associate at Inspired Wealth Planning, I am dedicated to ensuring seamless office operations and providing exceptional service to our clients. My role involves managing budgeting and billing, handling customer transitions, and specializing in transfers (general and retirement) as well as insurance. This allows me to fulfill our clients’ needs while helping them achieve their financial goals. I take pride in learning about financial products and understanding how they can best serve our clients.
With over 20 years of experience in the financial services industry, I hold a BBA in Marketing from the University of Memphis. My passion lies in helping people feel secure and confident in their financial future. I believe that financial planning is about more than just numbers—it’s about understanding and caring for each individual as a person, not just a client.
I live in Tifton, GA with my husband Frank, our son Quinn, and our two dogs and cat. We are also parents to two daughters, Peyton and Jill. Outside of work, we are active members of First Presbyterian Church in Tifton and enjoy traveling together in our free time.
