My Professional Approach
At Benjamin F. Edwards, we believe that trust, integrity, and mutual respect are at the core of every advisor/client relationship. While honoring these principles, I also try to create a relationship that runs deeper than just the numbers. My goal is to become a lifelong asset to you and your family.
Services
- Asset Allocation
- Retirement Planning
- Portfolio Construction
- Education Planning Strategies
- Financial Planning
- Life Insurance
My Background
After graduating from the University of Georgia in 2004, I became a Financial Advisor with A.G. Edwards & Sons in Albany, GA. In 2006, my husband and I moved to the Alpharetta area, and I joined a local A.G. Edwards & Sons branch. In 2010, I was honored to be a part of the opening of the 10th location for Benjamin F. Edwards.
We now live in Milton, GA, with my children, my mother, Marilyn, five cats, two dogs and countless chickens. We are proud parents of a son at Cambridge High School and a daughter at Summit Hill Elementary. My hobbies include crafting, gardening, and tennis.
Education and Credentials
- University of Georgia, Bachelor’s Degree in Business Administration
- SEC Academic Honor
- University of Georgia Equestrian Team, charter member
- Accredited Asset Management SpecialistSM (AAMS®), 2004
- CERTIFIED FINANCIAL PLANNER® Professional (CFP®), 2012