Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BSBA Marketing, Auburn University, Auburn, Alabama
  • High School, Mcgill-Toolen Catholic High School, Mobile, Alabama

Awards & recognition

  • Coldsmith, Ryder & Associates, Ameriprise Client Experience Award, 2023

Community participation

One of our company values is respect for individuals and the communities in which we live and work. So every year, we close down the office for an afternoon and volunteer at a local charity. This past year we chose to cook dinner for the families at Ronald McDonald House Charities of Mobile, and of course had a great time in the process!

Interests

  • Spending time with my family, friends and my two dogs (Milo & Archie)
  • Reading, painting, kickball, running, boating and renovating my 125 year old historic house
  • Watching & supporting the teams associated with two places very near & dear to my heart - Auburn University (War Eagle!) & Chicago, Illinois (Go Cubs Go!)