"A Radical Concept: We Listen"
I know from 20 years’ experience as a financial advisor (and from my own life!) that there are few things that strike fear into our hearts more than financial worries. Above all, I listen to your concerns and challenges. As your financial advisor, I help you move from fear to competence, to make better financial decisions that move you toward your goals.
I founded this firm because of my passion to be an ally for women and men of all ages and backgrounds who want to improve their financial lives. Whether you are a single mom, an entrepreneur, in a blended family, a widow or widower, a caregiver for aging parents or a young person at the start of your career—I understand. More than 500 clients can attest that I’ve helped them find their way forward, and you can, too!
Our financial and economic lives perhaps have never been more complex. Navigating these changes requires a savvy team that has your back. I’m an independent financial advisor who is legally required to put my client’s interests first. No sales goals, pyramid schemes, or wonky investments to worry about. As an FSI Stephen R. Kareta & Advocacy Circle of Excellence Award Winner, I excel in customer care. You are my only concern. You are in charge, and I keep you informed.
For the last 20 years I have lived in Newnan, GA, with my husband, Nick. Together, we have five adult daughters, one son and eight grandchildren. In my spare time, I enjoy photography, exercise, and playing with the grandkids.