I believe what drew me to financial advising goes beyond numbers, it’s the relationships. There’s something deeply rewarding about earning a client’s trust, especially when they walk in feeling uncertain or guarded, and helping them move toward their dreams as that trust builds.
My role is to listen first. No two clients have the same life experience or financial challenges, and understanding their particular situation is what allows me to build a strategy that addresses both their current priorities and long-term goals. I focus on helping clients feel empowered and confident, not just informed, by pausing to explain the reasoning behind every recommendation rather than assuming they already know the terminology. Whether a decision feels high-stakes or straightforward, I rely on the same disciplined process, because every client deserves thoughtful, objective guidance regardless of the size of their portfolio.
“It costs nothing to dream, but everything not to…”
Ron White
I bring more than 25 years of experience in the business sector, including prior financial services experience as a Senior Registered Sales Assistant and later as a Registered Operations Manager and Manager of Client Relations, where I was responsible for servicing all aspects of clients’ accounts and proactive client outreach. I earned a Bachelor of Science in Finance, with a minor in Marketing, from the University of Memphis. I hold the FINRA Series 65, Uniform Securities State Law Examination, license.
What resonates most with me is the belief that our clients’ success is our success. To me, doing the right thing means listening carefully, researching thoroughly, communicating clearly, and implementing every plan with care: every part of the process anchored in what’s right for the people we serve. That’s what makes a client feel like a true partner in their own financial future, not just an account we manage.
My husband, Scott, and I have lived in the Chattanooga area for five years and recently became empty nesters. Our son Spencer graduated from Samford University and is now an architect in Birmingham. We love exploring everything Chattanooga’s outdoors has to offer, cheering on UTC Mocs basketball, and trying new local restaurants. I always have a good book in my hands or a favorite song playing.