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I'm an Atlanta financial advisor and I deliver wealth management for independent women.
I help divorcees, widows and other independent women make the most of their one shot at life. I do this by reducing uncertainty and increasing confidence in today's decisions while simultaneously planning for a confident and comfortable tomorrow.
Through a client-focused financial planning process, I deliver personalized fee-only financial and investment advice to women in the Atlanta area and across the country. My process revolves around a dynamic financial planning "framework" that is fully updated every 90 days to accommodate new information and adjustments to your specific situation.
I work as a Vice President & Wealth Management Advisor for Wealthcare Capital Management, an SEC registered investment advisor.
I love my work as a financial advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
Family is important to me and I enjoy spending time with my wife Elizabeth and our dog Gracie.
New clients accepted by referral only.
Visit my website to learn more: https://wealthcareforwomen.com/
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800.875.1760
