People work with me because I genuinely care about them and their families, and because I am committed to helping people who are so busy taking care of the important things in their lives that they don’t have time to take care of the essential things. What that means is I will take the time to listen to the things you tell me, and help you develop sound financial strategies to achieve your goals and dreams. The benefit is that you won’t feel alone in making financial decisions anymore. And you will have confidence in knowing that you are doing the best you can to honor the commitments you have made to the ones you love. That is my commitment to everyone I work with.
Registered Licenses:
Insurance and Variable Products
Series 63, 65, and 7 Securities Licenses
Member of National Organization of Insurance and Financial Advisors (NAIFA)
Rome Sponsor of Nationally Acclaimed Girls Going PlacesSM Entrepreneurship Conference (2004-2008)
Contributing writer to “Prescription” – Peachtree Planning’s financial newsletter for physicians
Author of “Journey to Financial Success” – Financial learning workshop and workbook
Floyd Healthcare Foundation, Corporate Partners Chairman
Greater Rome Chamber of Commerce:
Small Business Action Council (2008 Chairman)
Membership Drive Captain (2006, 2007)
Business EXPO Chairman (2006)
Past Chamber Ambassador
1301 E. Second Ave. SE • Rome, GA 30161