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Financial Planning & Investments
Hours:
Monday - Friday 9-4:30pm; weekends by appointment only.
Driving Directions:
Behind the Floor & Decor on the corner of Cobb Parkway & Barrett Parkway
You've worked hard to build a life for your family, your business or both – and now you want to make sure it lasts. I get that. I'm not just a financial advisor – I'm a single mom who knows what it means to juggle real life while building real wealth. I work with people navigating big life transitions: retirement, job changes, business growth or figuring out how to turn a high income into long-term financial security.
Having a personalized financial strategy isn't a luxury, it's a necessity. You don't get a do-over with retirement. The decisions you make today will define your financial freedom tomorrow.
I focus on:
- Retirement and income planning
- RSU and executive compensation strategy
- 401(k) rollovers and old employer plan reviews
- Small Business 401(k) options
- Tax-efficient wealth building
- Financial advice for business owners and professionals in transition
I have two wonderful children, my daughter is an avid volleyball player and my son serves as a Cobb County Fire Fighter. I graduated from Kennesaw State University and enjoy spending my free time outdoors, paddle boarding on Acworth Beach and hiking Kennesaw Mountain.
If you are ready to take control of your financial future, I invite you to request an appointment with me today. Let's work together to create a secure tomorrow.