Although I have been in the industry for over 25 years, I have been with Addison Avenue Investment Services, alongside Financial Advisor, Ted Halseth, since 2015. As a team, we work diligently to assist clients in creating financial plans, with the end-goal of retiring. Getting to know our clients and hearing about their lives and family is truly the best part of my day.
I received my Bachelor of Science Degree from the University of South Carolina, but made my home here in Georgia. When I am not working, you can find me exercising, reading, or traveling with friends and family. I also volunteer at a local assisted living home and at Local Hands Atlanta. I go as often as my schedule allows, and feel proud to work for an organization that encourages their employees to lend a hand within our community.
Qualifications: holds series 7 and 63 securities licenses; property & casualty, and life & health insurance licenses
Raymond James is not affiliated with the above organizations and/or charitable causes.