Professional Background

• Registered Principal, Raymond James Financial Services (1999 - Present)
• Assistant Vice President, AG Edwards (1998 - 1999)
• Financial Consultant, Merrill Lynch (1994 - 1998)
• Captain, Financial Management Officer (Active duty and Reserves), United States Marine Corps (1990 - 2000)
• B.S. in Management, Auburn University
• M.B.A, Webster University
• Certified Divorce Financial Analyst (CDFA), Institute for Divorce Financial Analysts
• Licensed in the securities industry as Series 7, 63, 65, 24, 51, Life and Health, Variable Life and Variable Annuity

Professional and Personal Background

I appreciate the challenges and personal issues that face individuals who are looking for someone they can trust to help them make sound financial decisions. With more than 15 years of experience in the financial services industry, I understand how the right person can help make a difference with individuals as they transition through one phase of their life to another for the next 25-30 years of their life.

Using my combination of real world and industry experience, my goal is to help my clients meet their objectives while managing the emotions of their investments. Mine is a comprehensive approach that endeavors to look at each person's unique situation before recommending a course of action.

As a graduate of Auburn University, I began my career as a financial management officer in the United States Marine Corps. As a personal financial advisor since 1994, I hold multiple industry licenses and designations specifically geared towards working with people nearing or in retirement to help them face the different challenges in their retirement years.

I was attracted to Raymond James primarily because of the firm's people and their commitment to ensuring that my clients receive the best service and support.

As a native of Atlanta, I live in Roswell with my daughter, Amber. I am active in all of Amber's activities at Blessed Trinity Catholic High School. I am a big believer in providing the best education to our children that one can receive to ensure their success in life. I attend Roswell United Methodist Church.

Professional Background

• 20 years financial industry experience
• Licensed in the securities industry as series 7, 63, 9, 10, 4, 24 and 53
• Securities Compliance Auditor, ING USFS, 2001-2005
• Compliance Officer, Fidelity National Capital, 2000-2001
• Operations Manager, A.G. Edwards & Sons, 1996-2000

Personal Background

I began my career in the financial industry in 1988 as a cashier at A.G. Edwards & Sons. I quickly realized how helpful a financial advisor can be. I studied diligently and obtained the Series 7 licenses while working with clients and brokers to provide quality service. I now reside in Duluth, Georgia, with my husband Michael. I have three wonderful step-daughters and a new granddaughter, born on the 4th of July. I am truly blessed.