In 2016, I began my Edward Jones career as a financial advisor in Peachtree City. As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs. Working closely with you, your CPA and your attorneys, I use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track.

I graduated from Sam Houston State University in Huntsville, TX in 2004, and returned to the university to earn a Master of Science degree in management in 2011. In 2018, I achieved the professional designation of Accredited Asset Management Specialist. In 2019, I achieved the professional designation of Chartered Retirement Planning Counselor, CRPC®.

Prior to joining Edward Jones, I operated a boutique consulting firm specializing in technology and marketing training that catered to small business owners.

As a financial advisor, I enjoy combining my desire to serve others with my love of numbers and the extensive training I have received. Helping others reach their goals is very important to me; I am thankful for the opportunity to do that at Edward Jones.

I work with local investors, providing solutions for
– Wealth Preservation Strategies
– Estate and Legacy Strategies
– 401K Options
– Long-term Care and Life Insurances
– Business Retirement Plans

To set up your first appointment, call my office at 678-519-2848.