I help individuals and families at Credit Union of Georgia in building their financial confidence by providing financial advice based on years of experience in the industry. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needsand concerns in order to provide them with just the right help for their unique circumstances.As a financial advisor, I want to improve the lives of my clients. Whether it's retirement income planning, asset allocation, legacy planning, or general knowledge, we provide a safe and comfortable place for members to learn about their options.Specialties: Financial Planning, Life Insurance, Wealth Management, Retirement Planning, Retirement Income Planning, Long Term Care, College FundingDisclosuresRepresentatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.FR-3227590.1-0920-1022