Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a flexible strategy and provide access to the investment insights of Merrill. I will work to help you pursue your goals through personalized wealth management strategies. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. A native of Harris County, Georgia, I attended Columbus State University where I received a Bachelor of Business Administration in the area of Finance. In 2016, I earned a Masters of Science in Personal Financial Planning, then became a CERTIFIED FINANCIAL PLANNER® professional. Most recently, I earned a Doctorate in Personal Financial Planning from Kansas State University in December of 2023.While focusing on financial planning strategies with concentration in life insurance, annuities and long-term care, we now reside in Hamilton, Georgia with my husband, Bryan, and our three young children.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
