With over 25 years of experience in the financial services industry, I’m passionate about empowering our clients to make good financial decisions that align with their values and vision for the future. I specialize in building and maintaining relationships with our team members and clients alike, as I believe those long-standing relationships are the key to long-term client success.
After earning my Bachelor of Arts degree from Duke University, I moved to the Atlanta area to begin my financial career in bank branch management. While there, I helped both individuals and small business owners achieve their financial goals. I later served as a business manager at a local non-profit before eventually joining an investment advisory firm where I gained expertise in comprehensive financial planning and became a fully licensed financial advisor.
Today, I hold life insurance and variable products licenses, the series 7 and 66 securities licenses, and have obtained the RETIREMENT INCOME CERTIFIED PLANNER designation.
I love helping a wide variety of clients who come to us from many different stages of life, including those who are:
- Facing life transitions such as changing jobs, getting married or going through a divorce, coping with the death of a loved one, or realizing they need to be more involved with an aging parent.
- Looking forward to choosing when to retire
- In need of an expert to help them make good financial decisions
- Ready to create a successful income strategy in retirement
Outside of the office, I enjoy spending time with my family, friends, and our Boston Terrier/Chihuahua mix rescue. When the weather’s nice, I look forward to playing tennis, spending time outdoors, and traveling the world. I am an avid reader, which I especially enjoy when sitting on the patio with a glass of wine. And come basketball season, I am an enthusiastic supporter of my beloved Duke men’s basketball team.