I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that can help meet your lifestyle and legacy goals. My consultative process begins with an in-depth discussion of your current finances and future objectives. We will address opportunities that may have been overlooked and determine how we might adjust your investment strategy to help you meet your goals.
Originally from outside of Philadelphia, my family moved to the suburbs of Atlanta and I went on to study at The University of Georgia, where I earned my Bachelor’s in Marketing.
After college, I joined Morgan Stanley as a Branch Analyst and then transitioned to a Wealth Advisor Associate before moving into the Financial Advisor role. Driven to serve clients with expert knowledge, I take pride in having earned the CFP® (CERTIFIED FINANCIAL PLANNER™) and the CRPS® (Chartered Retirement Plans Specialist) designation. Additionally, I partnered with Kristen-Fricks Roman in 2019 and together we formed The Via Principle Group. Kristen's successful career as a Financial Advisor has spanned over 45 years, and we continue to use align our strengths to provide the highest level of service to our clients.
My husband and I live in the Brookhaven neighborhood of Atlanta with our two beloved dogs, Rosy and Champ. A few of my favorite activities:
Running and Yoga - I have completed many half marathons and one full marathon!
Live Entertainment- I am a season ticket holder of the Broadway series at the historic Fox Theater
Traveling - I am a frequent visitor of cities in the Southeast, anywhere my dogs can tag along: Chattanooga, Highlands, St. George Island, and Asheville to name a few
Services Include
- Financial Planning
- Retirement Planning
- 401(k) Rollovers
- Wealth Management
- Sustainable Investing
- Planning for Education Funding
Securities Agent: VA, OR, AL, WY, LA, NY, CA, TX, TN, DC, IL, AZ, CT, SC, OK, OH, GA, FL, NC, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1698562