I have been a licensed CPA for almost 30 years, and tax planning remains my happy place. I earned a B.S. in Accounting from the University of West Alabama and a Master of Accountancy from the University of Alabama.
My career began at Arthur Andersen where I specialized in taxation. However, a special project in change management at Andersen Consulting (now Accenture), led me to research organizational behavior and entrepreneurship at New York University and, ultimately, to build my own small business. For a decade, that kept me busy managing all aspects of marketing, sales, manufacturing, logistics, accounting, and recruiting.
Also during this time, I was the primary home educator for my three girls. Then, with their ability to reason firmly founded and their creativity still intact, they transitioned to a traditional school where I serve in a volunteer capacity in both the Admissions and Advancement offices. As a founding member of the Planned Giving Council, I work with a panel of eleven other professionals together with the Head of School and Chancellor to recruit Legacy Society members, secure funds for the school endowment, and provide access to wise long-term financial planning.
Two years ago, a life transition stirred a desire in me to serve people through holistic life planning. As a dedicated distance runner, I know the value of training with intention, and I have found that the best way to weather the storms of life is with careful planning and coaching toward goals that provide peace in the midst of change. That is my passion.
In January 2021, I earned a Certificate in Financial Planning from Emory University. Two months later, I became a candidate for CERTIFIED FINANCIAL PLANNER™ (CFP®) certification by passing the comprehensive exam.
I am delighted to join the team at Chicory Wealth.
A balanced life for me includes laughing with my girls, playing with my pups, running, reading, enjoying good coffee, watching too many documentaries, and finding beauty in the world.