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I serve high net worth individuals and families, successful business owners, and corporate executives in their pursuit of the goals that are most important to them. My practice is deeply rooted in wealth management planning. With the understanding that all clients are uniquely individual, I customize investment, retirement, tax minimization, wealth transfer and legacy planning strategies to help clients measure progress towards meeting the goals and aspirations that matter the most. I support clients in all stages of life, but especially enjoy providing trusted advice and guidance as my clients transition into retirement. I began my career at Merrill Lynch Wealth Management in 1995 and am currently a Senior Vice President and Wealth Management Advisor in Alpharetta, Georgia. I am a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I am a graduate of San Diego State University. I live in Alpharetta with my husband of over 30 years. In my spare time I enjoy entertaining, traveling and spending time with my three sons and 2 dogs. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S.