As a financial advisor on the Element Wealth Advisors team, I manage client relationships for financial and investment planning and provide guidance to the financial planning team. I have been helping clients with their financial needs for over 25 years.
I earned my BA degree from Duke University, in Durham, North Carolina. I then moved to the Atlanta area to begin my financial career in bank branch management, where I helped individuals and small business owners attain their financial goals. After a rewarding career in banking, followed by a fulfilling role as the business manager at a local non-profit, I rounded out my experience in financial advice by joining an investment advisory firm where I gained expertise in comprehensive financial planning and became a fully licensed financial advisor.
My passion is helping individuals and families make good financial decisions towards accomplishing current and future financial goals. I hold life insurance and variable products licenses, the series 7 and 66 securities licenses and have obtained the designation of RETIREMENT INCOME CERTIFIED PLANNER, a specialization in retirement income planning.
I love helping people like you:
- who are facing life transitions: 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
- who want to be able to choose when to retire
- who are looking for an expert to help them make good financial decisions
- who want help with creating a successful income strategy in retirement
In my free time, I enjoy spending time with my family, friends, and my 12-year-old rescue Boston Terrier/Chihuahua mix. My hobbies include playing tennis, spending time outdoors, and travelling. I am an avid reader, an activity especially enjoyed when sitting on the patio with a glass of wine, and enthusiastic supporter of my beloved Duke men’s basketball team.