Growing up in a large family I gained an understanding of the sacrifices my parents made to afford my education, sports teams, activities, etc. Once I reached college, I began to feel those sacrifices my parents had made for myself and my siblings, and along with that, the stress that finances can cause. My strong family values – work ethic, compassion, and integrity – have awarded me years of experience working with loyal families and business owners. Our client relationships are built by thoughtful, clear guidance and strategies tailored to our clients’ unique goals and needs. Our comprehensive approach includes collaborating with CPAs, attorneys, and other trusted professionals, always keeping client information confidential.
I earned a Bachelor of Business Administration in Banking and Finance from the University of Georgia in 1999 and obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2018.
Originally from South Georgia, I enjoy spending time with my three children, family dog and close friends. I attend St. Peter’s Catholic church. My hobbies include gardening, traveling, cooking and watching sports – especially my Georgia Dawgs!
