Your question: What’s most important when working with a financial advisor? Finding someone who understands what's most important to you.
I started my career with Edward Jones in 2013 when my then-Edward Jones financial advisor convinced me that I could make a difference in clients’ lives, despite not "fitting the mold" of the typical financial. He was right.

My question: What's most important to me as a financial advisor? Understanding what is most important to my clients.
My business focuses on helping professionals plan for retirement, most specifically guiding through the transitions of changing or retiring from employment. I also provide caring financial guidance for individuals who have experienced the loss of a loved one. I work with my clients, their CPAs and attorneys to create personalized and often complex financial strategies that align with their individual goals and needs. We can work together effectively and efficiently in person or via user-friendly and secure technology.

I have a BA from Rutgers, the State University of NJ, and moved to Georgia in 1993. I married Neal in 1995, and our two sons are Wes and Andrew. I am blessed to serve in the community where I live. I am the diverse inclusion leader for my region here at Edward Jones; I serve on the board of the directors for the Henry County Chamber of Commerce and for Leadership Henry, as well as being a member of the DEI committee; I serve on an advisory committee for the superintendent of Henry County Schools; I am a member of Wesley Chapel United Methodist Church and the Henry County Alumnae Chapter of Delta Sigma Theta Sorority, Inc.

I earned the Chartered Retired Professional Counselor™ (CRPC™) designation in 2020, and the Accredited Asset Management Specialist™ (AAMS™) designation in 2021. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My senior branch office administrator and I (she/her/hers) provide personalized service to our client family with care and experience. Call or email [email protected] if you are committed to reaching your goals and want to explore working together to help get you there.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • LGBT Finances
  • Divorce Finances
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Community Outreach
  • Cooking
  • Traveling
  • Health & Nutrition
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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