I grew up in the heartland and was raised with midwestern values, where you worked hard to realize your dreams.

My first job was picking apples one summer on my grandfather's orchard. I learned that the best apples were found by climbing a ladder to reach the sweetest sun-kissed fruit. That's when I first made the connection between quality products and financial reward. I can still hear the sound of coins being added to that mason jar bank!

My yellow brick road lead me to the great state of Georgia, where I planted roots and raised my family.

I started a career in retail during my college years, focusing on clients' needs and dreams. After many years in retail, I knew it was time for an exciting change! As I retired from one career, many thoughts followed. "How can I continue to help others? " "What will retirement eventually look like? " "Will it be enough?"

Today, as a financial advisor, I use those questions to help people plan for tomorrow.

* We'll start by finding out what's most important to you.
* We then use an established process to build personalized strategies tailored to help you achieve your goals.
* Finally, we'll partner together throughout your life to help keep you on track.

I help people planning for retirement. And as life happens through job changes and new grandchildren to living in retirement and perhaps leaving a legacy, we will partner together.

You work hard for your money; let's talk about your goals and dreams!

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Divorce Finances
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Antiquing
  • Music
  • Animal Rescue
  • Volunteering
  • Walking

Office Information

Office Address

863 Flat Shoals Rd Suite 300 Conyers, GA 30094

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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