When I’m not helping clients grow, preserve, or transfer wealth, I’m laughing with my husband, exploring dinosaurs, & galaxies with our son, or savoring family time, travel, & self-care—like the occasional massage. Known for curiosity & resourcefulness.
Member
Development
770-942-9442
6488 Spring Street
Suite 201
Douglasville , Georgia 30134
I work with busy professionals & business owners who value a long-term financial partner. I listen, uncover what matters most, & create tailored plans for savings, investments, life goals, & retirement—helping clients achieve priorities with confidence.
Company
Team