As a financial advisor and CERTIFIED FINANCIAL PLANNER™, my experience and interests lie in working with complex multigenerational and other family financial issues while overseeing estate planning, retirement planning, investment management, tax planning and liabilities management. I enjoy working in collaboration with families, their attorneys and tax advisors.
As an ACCREDITED DOMESTIC PARTNERSHIP ADVISOR, I am also able to address the unique financial planning needs of same sex couples and heterosexual couples who have chosen not to marry. Specifically, the factors and situations that cause financial planning for domestic partners to be different from financial planning for legally married spouses include wealth transfer, taxation, retirement planning, and estate planning issues; as well as alternative planning solutions for these situations.
I spent the first 13 years of my career in Atlanta at Robinson-Humphrey, which was acquired by Smith Barney, which was acquired by Morgan Stanley before joining Morgan Keegan in early 2011 (in February 2013 Raymond James acquired Morgan Keegan.) I am Series 7 General Securities, Series 63 and 65, Life Insurance and Annuities licensed, as well as a CFP® professional.
Born in France and raised all over the world as the daughter of a military officer, I graduated from the University of South Carolina. I am an avid golfer and aspiring gourmet chef. I lived in Atlanta for over 30 years and recently moved to Augusta, Georgia to be near one of my daughters and first grandbaby. I am the proud mother of two girls both of whom are married -- one works in Christian ministry with college students and the other is a first year OB/GYN resident.
I look forward to the opportunity to be of service to you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- 1325 Greene St Augusta, GA 30901-1031
- T: 706.821.2640
- F: 706.821.2655
- TF: 888.409.2640
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