I believe every soul deserves a sense of security. What drew me to this profession was the power financial independence can provide, allowing people to care for themselves, their families, and the future they envision. Clients deserve education and resources to make informed decisions, and every day I am motivated to share my knowledge in a way that helps individuals and families move forward with confidence.
As a client’s needs evolve over time, so does my approach to planning. Navigating complexity requires consideration of multiple avenues, from estate planning to solutions for employees of their businesses. My role is to coordinate the resources available within Acumen, advocate for clients when collaborating with outside institutions, and help them make informed decisions that support their goals, priorities, and vision for the future.
My perspective has been shaped by experience in wealth management, retirement planning, and financial services. Throughout my career, I have worked with a variety of clients, from multi-generational households to individuals learning to invest for the first time. Today, I help clients expand their perspective on what is possible for themselves, their families, and their future.
My commitment to continual learning has been an important part of my professional development. I hold the Certified Retirement Plan Professional® (CRPP®) designation, the Accredited Investment Fiduciary® (AIF®) certification, the FINRA Series 65 license, and life and health insurance licenses. I earned a Bachelor of Science in Political Science, International and Comparative Studies, with a minor in Communications from the University of Tennessee at Chattanooga, graduating cum laude. One of the most valuable lessons I gained from both my education and professional experience is that financial decisions are often influenced as much by human behavior and life circumstances as they are by numbers. That perspective allows me to meet clients where they are and provide guidance that reflects their goals, circumstances, and priorities. My experience helping clients navigate legislative and regulatory changes has equipped me to prepare them for an ever-changing financial landscape.
What resonates most with me about Acumen is our commitment to helping families sustain and extend their legacies through thoughtful planning and education. I believe clients benefit when they not only understand the strategies being implemented on their behalf but also gain the knowledge and confidence to engage in important financial conversations themselves. We prepare intentionally, communicate openly, and work collaboratively so individuals and families feel empowered to make informed decisions for generations to come.
“The real question is: who has the responsibility to uphold human rights? The answer to that is: everyone.”
Madeline K. Albright
Throughout my tenure with the firm, I have watched the children and grandchildren of wealth creators move from uncertainty around basic financial concepts to confidently asking thoughtful and challenging questions. Moments like these remind me that protecting a legacy is about more than preserving assets. It is about fostering knowledge, confidence, and preparedness across generations.
Outside of work, I enjoy reading, baking, weightlifting, and dancing. I am committed to giving back to the Chattanooga community and beyond, especially regarding youth leadership development. As an avid volunteer, I am involved as an active member of Rotary International. One thing people may not know about me is that I love costume design and often make my own outfits for themed events. When I’m not working with clients, you can usually find me attending a local show, dancing with my mother and younger brother.
The Certified Retirement Plan Professional® is a certification for professionals working in Retirement Plan Administration in the public and private sectors. It is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in the retirement plan services field.
Accredited Investment Fiduciary® (AIF®) designees demonstrate they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. The purpose of the AIF® Designation is to assure those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.