Share the page Send Message

I have 20+ years of financial experience to help clients participate in the development of a personalized financial strategy. My disciplined, yet friendly approach is designed to help clients identify and prioritize their needs, concerns and objectives. I also looks for "missing pieces" in a client's financial puzzle to help add strength and stability to their overall wealth. As a lifetime learner, I hold the CERTIFIED FINANCIAL PLANNER certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I also hold the Certified Plan Fiduciary Advisor (CPFA) designation, awarded by the National Association of Plan Advisors (NAPA). I graduated from Georgia Southern University with a Bachelor's degree in Business and Finance. Myself and my husband, Nick (an alumnus of Benedictine Military School), have two children that occupy our time. I also enjoy playing tennis, boating and photography. As a Savannah native, I like to give back to the community that has given me so much. In addition to supporting the Savannah Junior League and Junior Achievement, Myself and my family attend Blessed Sacrament Church where I volunteer on a regular basis. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S.