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.