I've always believed our greatest challenges shape our deepest passions. Growing up with limited resources and watching a parent lose everything in the stock market sparked my lifelong commitment to financial literacy and empowerment. Today, I channel that passion into helping others reach their fullest potential, unlock the power of financial freedom and build lives rooted in compassion, knowledge and support.
I’m a proud wife to a wannabe farmer (ask me more about that when we meet!), special needs mom, summer swim team mom, daughter, sister, aunt, neighbor, and friend. When I’m not traveling or baking something sweet, you’ll find me volunteering with organizations like Junior Achievement — fostering financial education in kids — or BEATS, a horseback riding therapy program for children with special needs.
Professionally, I’ve worn many hats — entrepreneur (built and sold a business), corporate professional, nonprofit advocate, and startup collaborator. If you’re interested in the boring stuff, just check out my LinkedIn profile. What you should know about me: no matter the task, I bring a heart for service and a deep belief in the power of people!
GA, AL, IA, MD, MS
Areas of Focus
Concentrated stock
Portfolio transitions
Advisor development
Education & Credentials
Chartered Financial Analyst (CFA)
MBA in financial services from Cumberland University
BBA in business management from Cumberland University
Personal Interests
My kids
Binge-watching Netflix
Mixology
Bible studies