You know the importance of developing a strategy and seeing it through. I understand that your financial needs can be complex and specialized. That is why providing specific financial strategies for you and your family is a process I take seriously. Working closely with you and your CPA, I can help determine the most appropriate financial strategy for you.
As a hometown gal, I promote local business development. I am a charter member of the Dunwoody Chamber of Commerce and have proudly served on the board of directors. I received the Outstanding Service Award from the Project Management Institute for my volunteer effort. Through my involvement in the Technology Association of Georgia and Women in Technology, I support the development of technology in the Atlanta area. I served on the board of the Georgia Tech Alumni Association.
I came to Edward Jones in 2008 because I enjoy assisting investors achieve their financial goals. My background includes graduating from Georgia Tech in engineering and having a career as a business consultant with IBM, where I advised numerous Fortune 500 companies.
My greatest strength is my family; their love and support means the world to me. My husband and I enjoy traveling both locally and abroad. Some of my favorite trips include visiting Costa Rica and our weekends away to the North Georgia mountains with our son and loving dog.
It is important that I invest my time to understand what you're working toward. I believe it's important to extensively review your situation and prepare a retirement strategy specific to your goals.
- Retirement Income Strategies
- Business Retirement Plans
- Intergenerational Planning
- Divorce Finances
- College Savings
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Wine Collecting/Enthusiast
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