I serve as a proactive business advisor to the owners of small- to mid-sized businesses in the real estate, manufacturing and restaurant industries.
My experience as a Certified Financial Planner™ professional, Certified Valuation Analyst and Certified Exit Planning Advisor enables me to help clients successfully navigate transfers of ownership and exits, from business valuation to post-transaction wealth management.
My 30 years of leadership coaching, tax planning and succession planning expertise, combined with my broad experience and professional designations, allow me to identify opportunities that other CPAs often miss.
I am passionate about traveling, especially to areas whose cultures are different than I am used to. I love experiencing different parts of the world.
To fulfill my love of travel, I enjoy planning new trips with my husband! I’m looking forward to visiting all of the places we have yet to see.
I earned my Bachelor of Science degree in Accounting from Kansas State University. I support self-sufficiency and the prevention of homelessness and hunger in my community by serving on the Advisory Board of North Fulton Community Charities, as well as participating in my church’s charitable outreach programs.