I believe the greatest measure of my work is the impact I can have on people’s lives. I was drawn to financial services because I saw a chance to make a difference beyond simply helping people manage money, and my goal is to build lasting relationships grounded in trust and authenticity, helping clients build a strong financial foundation not only for today, but for generations to come. I hope every client I work with feels they have gained not only a trusted advisor, but someone who genuinely cares about their journey.
I’m naturally a connector and a problem solver at heart. I like to dig in, ask the right questions, and help make complex issues feel simpler and more manageable. I enjoy bringing people, ideas, and resources together, listening closely to understand each client’s challenges and goals, and finding practical solutions that fit them. My goal is to come alongside Acumen clients as a trusted partner, providing personal guidance that helps them make confident decisions about their future.
“Don’t ever underestimate the importance you can have because history has shown us that courage can be contagious and hope can take on a life of its own.”
Michelle Obama
With more than 25 years of experience spanning technology and financial services, I have held advisory and leadership roles across FinTech operations, retirement planning, trust administration, and 401(k) management. This varied experience has given me a unique perspective on the operational and strategic aspects of financial services and has shaped how I work, with curiosity, creativity, and a real desire to understand each person’s priorities. I earned a Bachelor of Arts in Social Sciences from the University of Louisiana at Monroe and an Executive MBA in International Business from the University of Tennessee at Chattanooga, and I hold the PMP®, Certified Scrum Master (CSM®), and Lean Six Sigma Green Belt designations, along with FINRA Series 65 licensure.
What resonates most with me about Acumen is its thoughtful, intentional, and collaborative approach to wealth management. I value the ability to bring together different areas of expertise and look at the full picture rather than addressing financial decisions in isolation. Investment decisions can affect tax strategy, estate planning, retirement, real estate, and business goals**, and** Acumen’s team approach brings these areas together to help simplify complexity and give clients greater clarity and confidence. Ultimately, it lets clients spend less time worrying about how the pieces fit together and more time focusing on what matters most.
Originally from Northeast Louisiana, I’ve called the Chattanooga area home since 2008. Having a house nestled in the woods reflects how much I value quiet, simplicity, and time to slow down. Outside of work, you’ll often find me doing Pilates or yoga, getting lost in a good book, traveling, or exploring the outdoors, especially the forest, whose peace and perspective I never take for granted. Most of all, I cherish time with family and friends, whether we’re traveling, sharing a meal, or just being together. Those moments remind me that, while planning for the future is important, it’s just as important to appreciate and enjoy the life we’re living today.