Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in the future. That’s why I’m an advisor for Baird.
I have been involved in the Wealth Management Business for 35 years and have a Bachelor of Arts from Emory University which enables me to bring a unique perspective to my clients. In addition, I have my Certified Financial Planner accreditation, reflecting my commitment to lifelong learning and growth in the Wealth Management profession.
Although I am in the financial industry, my community is my passion. As a member of the Board of Directors of various non-profit organizations, including the Community Assistance and Referral Service (CAReS), Neighbors Helping Neighbors, Pathways to a Bright Futures Foundation, and Ashland Kiwanis Club, I strive to make a difference in lives every day. I am also a member of First Presbyterian Church of Ashland.
Want to learn more about my practice? Explore the process, values and experience I use to help you get where you are going. My mission is to help guide and support you in order to achieve your dreams.
This is your story.
I can help you write it.