I help successful families faced with the challenges of wealth to live financial lives on their terms by using solid financial strategies. Those families are often small business owners or healthcare professionals who face growing financial responsibilities, and I help them overcome these complexities by offering clear, straightforward financial advice to find investments and trustworthy strategies that fit their life's goals.

I'm interested to learn more about you. I'll partner with you, your CPA and attorney to use our Edward Jones established process to developed personalized strategies needed to help you achieve your individual financial goals. Then, we will continue to partner with you and your family through the changing seasons of life to help you stay on track with your goals.

With a BS in finance from Auburn University (Honors scholar and magna cum laude) and a JD from Cumberland School of Law (cum laude), my background focused in the area of finance, debt and leverage. My curiosity and attention to detail led me to work in the federal court system and in private practice. I've also worked by my husband, John Lee's, side as he built his practice in the healthcare industry. As small business owners, investing and tax planning are two of our main priorities. Our family's goal is to pass on a legacy of good stewardship to our two children.

Community involvement is vital to me, serving for many years at church, the Moultrie Junior Woman's Club and the Moultrie Service League, just to name a few. I've been honored to lead or co-lead Financial Peace courses at various churches, guiding families to be more competent and confident in their finances. I'm also a musician. I thrive under the challenge of breaking down an intricate Chopin work into manageable measures or a complex financial matter into actionable pieces.

I'd love to continue this conversation with you. To reach me by phone, call (229) 985-4051 or email me at [email protected].

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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