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)
• Co-Founder, The HighNetWorth Group, LLC
• 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 am a member Roswell United Methodist Church, which I attend regularly.

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 planner 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.

Before joining Raymond James as a service manager I worked with Morgan Stanley for three years as a sales assistant. I also served as an account executive with ITC Deltacom. I am native of Atlanta, Georgia. I graduated from Hollins University in 1999 with a B.A in economics with a business concentration. In addition to my professional activities, I have served on Juvenile Diabetes Research Foundation for three years and I am an active member of Peachtree Road United Methodist Church.

Professional Background

• 15+ Years Management/Customer Service
• Co-Manager, Service Industry Small Business 1976-1981 WI
• Residential Manager 1981-1983 WI
• Operational Management, Target Stores 1983-1985 CA
• Customer Service Manager, May Co/Venture Stores 1985-1987 IL
• Senior Customer Service Rep, John Hancock/Abbott Labs 1987-1992 IL
• Women's Ministry Development and Growth, Various Groups and Churches in WI, NY and GA 1995-Present

Personal Background

As a former wife of a retail corporate executive I have lived in six states and two of those twice. I was born and raised in Milwaukee, WI and gave birth in Barrington, IL to my two sons Ross and Chase who attend North Cobb Christian School. We are regular attendees of North Point Community Church and now call Georgia home since returning here in 2003 after living in DE for a short time. Having recently gone through a divorce myself I found the help of a CDFA something no divorcing individual should go without. With the gifts of administration, leadership and wisdom, along with my passion for everyone to be debt free, financially fit and able to bless others, I am currently working toward earning both my BA and MBA with a concentration in Finance from the Coles School of Business at KSU so that I am professionally equipped to assist those going through a life transition.