I believe a strong culture is built through consistency, accountability, and a commitment to doing the right thing even when no one is watching. One of the things I value most about Acumen is the firm’s culture of compliance and its focus on putting clients first. I work to reinforce that culture throughout the organization by helping employees understand not only what the rules require, but why thoughtful processes, sound judgment, and accountability matter to the clients we serve.
My role is to help make sure the client remains at the center of what we do, from the way we build our operational programs to the way we hold ourselves accountable to regulatory standards. I enjoy helping find practical solutions, creating consistency in our processes, and making sure the same level of care we provide directly to clients is reflected behind the scenes throughout the firm.
With more than 20 years of experience in financial services, I oversee Acumen’s operational and compliance programs and help ensure our practices support the firm’s fiduciary responsibilities. My work includes cybersecurity, supervisory policies, regulatory matters, and administrative workflows, and I serve as the firm’s primary liaison with legal and regulatory professionals on compliance-related matters. I am also a member of the Portfolio Management Committee, where I contribute an operational and compliance perspective to the firm’s investment process and help use technology to monitor client portfolios.
“Education is the most powerful weapon which you can use to change the world.”
Nelson Mandela
I earned an associate degree in Accounting from Georgia Northwestern Technical College and a Bachelor of Science in Management from DeVry University, where I graduated Summa Cum Laude. I hold the Investment Adviser Certified Compliance Professional® (IACCP®) designation, along with the FINRA Series 65 and a life insurance license.
Outside of Acumen, I serve on the Board of Northside Neighborhood House. I strongly believe that “it takes a village,” and I value the organization’s work supporting individuals and families in our community through education, assistance, and opportunities for greater independence.
I’m married with two grown daughters, Augusta and Blakely, and some of my favorite time is simply spent with family. I also enjoy playing games, watching sports, especially the Dawgs and Braves, and reading. Reading has always been important to me because it gives me the opportunity to see the world through someone else’s perspective and, in turn, build empathy and understanding.