As a Registered Associate at Inspired Wealth Planning, I have 26 years’ experience in the financial advisory support field and financial investments where I handle client services, estate processing, and life insurance.
I enjoy helping clients understand the processes and paperwork involved with transfers (general and retirement) and I ensure the processes are smooth and accurate. This is a rewarding field for me because of the personal relationships I build with our clients. I enjoy my role in clients’ financial planning processes and seeing their goals met.
My years of experience working for H & R Block and as the Financial Secretary for First Baptist Church have helped me develop the skills to be detailed-oriented, proficient at problem solving and efficient at accounting.
I am a native of Tennessee and have lived in Elko, Georgia with my husband Craig for 20 years. Together we have five children and 17 grandchildren. I attend Haynesville Baptist Church. In my free time, I enjoy reading, woodworking, restoring antique furniture, and working on our farm with our horses and dogs.
