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) designations.
My husband, Johnny, and I live in the Historic Brookhaven neighborhood of Atlanta with our son, Jack.
Services Include
- Financial Planning
- Retirement Planning
- 401(k) Rollovers
- Wealth Management
- Sustainable Investing
- Planning for Education Funding
Securities Agent: IL, CO, AZ, NV, MO, IA, VA, OR, MD, IN, AL, WY, ME, LA, MT, MA, CT, SC, RI, PA, OK, OH, GA, FL, DE, AR, WI, WA, NC, MI, ID, NY, MS, KY, CA, TX, TN, NM, NH, DC, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1698562