My path toward the area of finance was sealed after reading Using Your Money Wisely and Debt-FREE Living, both by Larry Burkett several years ago. I changed my college major to Finance and have kept moving down that path ever since.
Over the years, I have grown in the knowledge of financial planning. I am blessed to be part of a team that is focused on addressing client needs. We all have the same goals: (1) provide clients with outstanding service, (2) empower them with knowledge to give insight, (3) deliver financial confidence through understanding a client’s customized plan. I have spent many years building relationships with clients, watching them work with our advisors as they work toward their goals, and it has been a pleasure knowing that I have been a small part of that process.
I have a Bachelor of Science degree from the Culverhouse College of Commerce at the University of Alabama with a major in Finance.
At home, I enjoy spending time with my husband and our children, attending their many activities, gardening, baking, and Bama football Saturdays.