As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered. Additionally, as an advisor, I provide current and prospective clients with the resources they need to make financial decisions.
Specifically, I provide strategic support in managing investment activities for Peachtree Planning and its advisors. I am responsible for the growth and development of the investment business while offering financial services to private clients for individual and business financial planning. Through personalized financial roadmaps, I strategize with clients to help them achieve financial confidence as they build wealth.
In the quest to achieve consistently strategic outcomes, I work with clients to conceptualize the importance of financial mindfulness. Individually and with my team, I aim to help enhance the trajectory of client's financial futures.
If you are confident, ready, and able to make life changes for the benefit of your financial future, I look forward to working with you. Preparing for the next step in life isn’t always easy, but knowledge is the key to help work towards a successful financial future.
Her office is located at 5040 Roswell Road, Atlanta, GA 30342.