Wealth Advisor

My approach to financial planning is shaped by firsthand experience. I grew up in a family of eight children, where financial discipline was essential. From an early age, I learned the principles that still guide my work today, setting clear goals, spending intentionally, saving proactively, and investing consistently. With guidance from my older siblings and mentors, I came to understand the freedom and confidence that come from taking control of your financial life.

As a Wealth Advisor at Regent Peak, I bring that perspective into every client relationship. I work closely with individuals and families to reduce financial uncertainty and build thoughtful, forward-looking plans they can feel confident about. My wealth philosophy is simple. The clearer the vision, the fewer the distractions, and the stronger the decisions.

Before joining Regent Peak, I served as a Financial Planner at SignatureFD, where I advised retiring corporate executives and women navigating major life transitions. I began my career in wealth management as an Advisor with Legacy Investment Advisors and previously worked in public accounting at EY and in financial reporting at State Street. These experiences gave me a strong technical foundation in financial analysis and strategic planning. I earned a Bachelor of Science in Business Administration from the Georgia Institute of Technology, with a minor in Engineering and Management.

Outside the office, you can find me on the tennis court, planning a road trip with my partner, Douglas, attempting a DIY real estate project, or discovering new local breweries with my two hounds, Polly and Pepper.