2475 Northwinds Parkway
Alpharetta, GA 30009
Toll Free: 877-614-3004
My Professional Background
After graduating from the University of Georgia, I enrolled in the A.G. Edwards financial advisor training program and earned my Series 7 brokerage license and my Accredited Asset Management SpecialistSM(AAMS®) designation.After completing my training, I returned to Albany to work with my mother, Marilyn. In 2006, I married and moved to Alpharetta where I worked as a registered sales associate in another branch. Three years later, I rejoined my mother’s practice, which had moved to the Atlanta area.My husband and I are the proud parents of a toddler son. I also play team tennis with ALTA and USTA.
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
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.