Early in life, I experienced the impact a financial advisor can have on a family when my father died suddenly. The planning and saving my parents had done with their financial advisor allowed me to go to college debt-free, and my mother did not have to return to work. She lived a happy life for an additional 35 years without having to return to work, continuing to be involved with her community and being a loving and giving grandmother.

The recent passing of my mother has given me an additional lens in which to serve my clients. While financial freedom is important, money should never be our God. I am inspired to help people live according to what is most important to them and their values.

While serving clients, I have also served as a general partner of the firm since 2020. I am honored to help lead the firm into our next 100 years.

I am a Fayette County native and enjoy living in Peachtree City with my family. My husband, Scott, and I have been married for 25 years and have two children, Ellie (21) and Rachel (19). Ellie attends GCSU and will graduate in the spring of 2023. Rachel is a Freshman at Jacksonville State University and is on their Women's Golf Team. We have two spoiled rotten Schnauzers and love to travel the world as a family. I am passionate about volunteering with the Coweta County Special Olympics and am a member of the Senoia Variety Club, helping to raise money for local charities.

I have two dedicated Branch Office Administrators, Sallie Kemmerer and Terri Cook. Together, we are committed to serving our clients and community. If we can be of service to you or your family, please don't hesitate to reach out for a complimentary first appointment. We can be reached at 770-599-3981 or via email at [email protected].

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Socially Conscious Investing
  • Wealth Strategies

My Personal Interests

  • Reading
  • Spending Time with Family
  • Traveling
  • Personal Fitness

Office Information

Mailing Address

P O Box 1922 Senoia, GA 30276

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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