As a business owner, you know the importance of developing a strategy and seeing it through... So do we! We understand that your financial needs can be complex and specialized. That's why providing specific financial strategies for you and your business team is a process we take seriously. Working closely with your professional circle (i.e., tax professional and attorney), we can help determine the most appropriate financial strategies for you and your business.

I truly enjoy working with others to unlock their potential and making a positive impact in my community through volunteerism. I enjoy serving as a board member for the Athens Housing Authority, Envision Athens and Classic Center Foundation. I also am a member of several community organizations like The Links, Incorporated and the Athens Rotary.

Jacque Cole, the branch office administrator, and I understand that your personal goals are important. We enjoy serving busy business owners, families and medical professionals in financial transitions. We partner together throughout your life to help keep you on track.

How can I help you?
You might desire objective advice to help with an emotional decision. It could be to gain a better understanding of what you own and why. Maybe you're busy with other interests and don't wish to manage it all on your own. Perhaps you're worried who will be there to help your spouse and family after you. As a recent breast caner survivor and past care-giver, I understand the complexities of long-term care needs and life after a potential terminal illness. Here are common questions I help solve:

-What investments are appropriate for me and why?
-What investments help lower taxes?
-Am I saving enough? How do I know?
-I'm retiring soon; what should I do now to be ready?
-I'm retired; is my income strategy enough to last?
-Is it easy to transfer investments to your care?
-Will it cost me anything to transfer my investments?

We welcome the opportunity to provide you with our highly personalized services.

Connect with me on LinkedIn (

(706) 543-7952
[email protected]

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Domestic Partner Finances
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Social Responsibility
  • Traveling
  • Football
  • Genealogy
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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