As a third generation financial advisor, I work hard to understand what's most important to you and your family. We use an established process to build personalized strategies to help you achieve your goals.

We are often consulted as folks approach retirement, change careers, sell a significant asset or receive an inheritance. We help you to successfully prepare for and navigate transitions.

When I am working with you and your family, I strive to:

• Communicate proactively
• Identify and help mitigate risks to your strategy
• Coordinate and monitor your various investments
• Help you stay on track during all market cycles
• Help you update your strategy as your situation changes

I joined Edward Jones as a financial advisor in 2006 and became a limited partner in 2010. My background in sales and marketing gives me an understanding of the needs of busy executives, including deferred compensation, stock options and company stock.

I earned my CERTIFIED FINANCIAL PLANNER™ certification in 2014 so that I can assist with more complex client needs. I collaborate with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies.

Originally from Maryland, I have called Georgia home since 2000. My husband, Steve, is a frugal engineer who has taught me to work well with analytical investors. We spend our free time reading, exploring and traveling. We support North Fulton Community Charities, Girl Scouts and the Alzheimer's Association.

I was recently named to Forbes America's Top Women Wealth Advisors Best-in-State in Georgia 2023*. I attended Edward Jones' 2022 Managing Partner's Conference, which celebrates the contributions of the top 400 of the firm's nearly 19,000 financial advisors. Running a successful multi-state practice is not a one-woman job; it takes a team. Kim Dore and Nancy Girard bring a high level of enthusiasm and expertise to every client relationship.

I invite you to contact us if you're looking for a team you can trust to help you simplify your financial life, reach your goals and enjoy your money now and in the future.

* Source: 2023 Forbes America's Top Women Wealth Advisors Best-in-State in Georgia, awarded February 2023, research by SHOOK Research, LLC, data as of September 2022. Compensation provided for using, not obtaining the rating.