I am a member of the O’Neal Wealth Management Group, led by Camper O’Neal. We have 6 team members that provide years of experience and specialized knowledge as well as exceptional personal service for our clients’ financial well being.

I am a proud alumnus of Auburn University as well as the University of Alabama, where I received my Masters in Business Administration.

I have a very varied work experience; this knowledge allows me to help my clients with a variety of problems and concerns. I was a realtor with a prominent real estate firm here in Birmingham for over 20 years, and acquired a knowledge of many aspects of this field, including condominiums, residential homes, mortgages and HELOCs. I was a licensed health and life insurance agent with a national company for 10 years and specialized in Medicare medigap policies, as well as life insurance and long-term care insurance. I also became a financial advisor with that company, and helped folks with financial planning and annuities, before transitioning to Merrill last year. So, I really have a working knowledge of many aspects of the financial decisions that clients must face during their lives.

I am also a mom with 3 very successful adult children, and 7 grandsons who keep me very busy!