I believe thoughtful decisions made with intention lead to better outcomes. This belief guides how I approach my work, the relationships I build, and the way I show up in the community. At Acumen Wealth Advisors, I’m motivated by the responsibility that comes with helping shape how clients experience our firm, not just through what we say, but through how consistently we follow through.
As Director of Marketing, I lead Acumen’s marketing strategy, brand development, and client engagement efforts. I focus on helping to ensure Acumen shows up clearly and intentionally, supporting collaboration across teams and helping turn strategy into action so clients experience care at every point of connection.
I earned a Bachelor of Science in Finance from the University of Florida and an MBA from the University of Tennessee at Chattanooga. I also co‑authored an article in Today’s CPA Magazine with Dr. Joanie Sompayrac titled “Minimizing the Impact of the Federal Estate Tax on Family Farms: A Continuing Issue.” That work was personal to me, shaped by my family’s experience operating a large farm in Oklahoma and my interest in how thoughtful planning can help families sustain what they’ve built across generations.
“A life is not important except in the impact it has on other lives.”
Jackie Robinson
Acumen is personal to me. My husband, Reese, founded the firm, and my role has grown alongside it. I focus on helping build a company grounded in integrity and sound judgement, one that puts clients first as they care for their families and the legacies they’re building. That same belief is reflected in Acumen’s “Invest Intentionally” philosophy, which reinforces the idea that financial planning and investment management should be purposeful, thoughtful, and aligned with what matters most to each family.
Community involvement has been a constant throughout my life. For more than 30 years, I’ve been engaged in service and leadership focused on children, education, and community development. I’ve served on the boards of the Chattanooga Zoo, the YMCA’s Youth Community Action Project (YCAP), and the Hamilton County Schools Foundation. I’ve also supported organizations including Hospice of Chattanooga where I was honored as the 2009 Volunteer of the Year, as well as LAUNCH and other initiatives serving children and families. These experiences continue to reinforce my belief that meaningful impact comes from sustained involvement and steady leadership.
Outside of work, family means everything to me. I enjoy traveling and skiing with my husband and our two sons, Keller and Tyce, and cheering them on at year‑round tennis matches. We also love great food and taking walks with our dog, Dax. We’re grateful to call Chattanooga home, where the people and natural beauty make it such a special place to live.