I grew up in Macon, GA, the music capital of the south IMO. I have always had a love for live music and jam bands because of this experience. I chose College of Charleston because of my love for the coast, arts, and southern culture.
Even though I love the arts, I chose to major in business because my father was a business owner and my grandmother taught me about investing and personal finance. I interned with a brokerage firm my senior year and that led me to the financial capital of Charlotte post-college to start my career in Finance.
I have worked in operations and client service so I understand that service and back-office administration are so important to the client experience. Financial planning and developing a personal strategy are the focus of my work. Of course connecting to and understanding client’s needs are my first priority. I love wellness and believe in mindfulness and a work/life balance.
I’ve always loved creating—music, videos, even a children’s book about my mother-in-law’s lovable little chihuahua (still a work-in-progress).
But, creating memories is the best! My wife, Malisa, and I have more than our fair share these days. Thanks to our little baby Ruthi, precious moments now include either spaghetti-stained shirts or avocado-greased hair. And, apparently, we love those moments so much, we decided to give Ruthi a little brother to show her wild ways! He’ll arrive this winter.
In a former life professionally, I created television stories. Now, I create opportunities for bold, new adventures. I love the work we do because it has the ability to expand the possibilities for one’s life. And, if I can help create that belief in others, I will have created a successful life for myself as well!
I have been working in the financial services industry since 1992, starting out answering the phones and learning the operational side. I spent 20 years with Raymond James as a Service Associate and doing several operational duties. I then became a part of Williams Wealth Management team in 2003, as a Service Associate and Operations Manager. My organizational skills help keep the team on track with complete and speedy service.
I am so blessed to have two children, Tori and Zach. They were adopted from Russia in 2004 and have grown up into wonderfully funny, creative and hardworking young adults. I am so proud to be their mom. I enjoy traveling, scrapbooking and reading as well as spending time with my black lab, Dixie.