“What I love most about my role is the opportunity to forge genuine connections with our clients, helping them not just plan for the future but also live their best lives today.”
As a Certified Financial Planner™, my approach is built on a foundation of trust and deep understanding. I specialize in working with high-achieving professionals who are passionate about using their resources to enrich lives and leave meaningful legacies. If you’re looking to balance professional success with a fulfilling personal and family life, I’m here to guide you every step of the way.
It’s incredibly rewarding to see the direct impact of our work on their lives, as we craft legacies of both wealth and values. My passion is rooted in the belief that managing wealth is not just about numbers; it’s about making life richer in every possible way.
My life is full of adventure and love. I’m married to my wonderful husband Kevin, am a bonus mom to two amazing young adults, and now Mimi to our first grandchild. Kevin and I call North Carolina home now, but I’m still a Georgia girl at heart. We share a passion for sports and have blended our sports teams over the years. We love to travel, whether it’s a relaxing beach vacation, a trek through Yellowstone or sightseeing in Ireland. Exploring and being with family are some of our favorite times. When we aren’t traveling or glamping in our camper, I enjoy relaxing at home with a good book or hanging out with friends around some great food and even better stories.
