About Us

My mission and mantra is to positively impact the lives and livelihoods of my clients. I am focused on building authentic and long-term relationships. My skill set helps make building, transferring and protecting your wealth a transparent and manageable process. I recognize that everyone's economic and life situation is unique. My aim is to help make your life easier, affording you more freedom and security to pursue your ambitions and dreams. My determination and confidence mean that I am constantly working for you and keeping your best interest at heart. Whether you are a new investor, looking to save for a college fund or would like to investigate retirement savings strategies, I am ready and qualified to help guide you. Surrounded by a stellar team, there are thousands of people and advanced technology resources supporting me, so I can help ensure you receive the most current and comprehensive guidance available. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. I look forward to partnering with you to develop a complete, personally tailored strategy to help you achieve your financial goals, and more. I am a Blue Ridge native and mother of two. I work in historic downtown Canton, GA – a place I call home. Aside from being an active member of my community and an outdoor enthusiast, I also enjoy traveling to meet with clients in cities including New York, Florida and Texas. I understand the importance of having a financial strategy, which is why I am so personally and professionally invested to help you create, build and protect yours. Affiliations: Cherokee County Chamber of Commerce 2022 Member Woodstock Midday Optimist Club 2022 Member Ted Jones Coaching Program 2022 Coach Alzheimer's Association Since 2020 Back to advisor introduction Work History