As a Managing Partner, much of my focus is on overseeing the firm and ensuring you enjoy an exceptional client experience—which I believe is paramount to building trust and achieving successful financial outcomes.
With over 20 years of experience in the financial services industry, I’ve dedicated my career to helping clients achieve their financial goals and ensure they feel confident and supported throughout their financial journey. My goal today and every day is to deliver top-notch financial and investment planning services by maintaining an unwavering commitment to problem-solving, critical thinking, relationship-building, and team collaboration. I am continually grateful for the opportunity to work in a field that enables me to pursue my passions while helping others achieve their dreams.
I earned my Bachelor of Science in Economics from the University of North Carolina at Charlotte and completed a year abroad at Lancaster University School of Management in England. These experiences, coupled with two decades of experience, have provided me with the knowledge and insights to serve as a valuable resource for my clients.
I currently hold my Series 7 and Series 66 securities licenses, and I am licensed to serve as a financial advisor in over 15 states.
Outside of work, I am actively involved in my community here in Atlanta, Georgia. My current and previous involvements include:
- Voices of Note (previous non-profit board member)
- Georgia Trust
- Human Rights Campaign
- AID Atlanta
- Environmental Action
- Atlanta Humane Society