I joined UBS Institutional Consulting Group in 2000 after obtaining an MBA from Georgia State University. Here I have served corporate and Public Retirement Plans; Foundations and Endowments; Non-Profit Organizations; and private High Net Worth Families. I obtained my designation as a CERTIFIED FINANCIAL PLANNER TM in 2004 and my Certified Investment Management Consultant SM (CIMA®) certification in 2014 through the Wharton School of Business. I am also a current member of the Investment Management Consultant's Association (IMCA), an industry association delivering premier investment consulting and wealth management credentialing for Advisors.
Making quality financial decisions is not an easy task for investors today. Successful long term investment planning is more challenging and too complex to be an avocation for those who do not have the time to dedicate. Together, we can develop a vision for the future and a plan to see it through. I am excited to be your partner in this plan, navigating the ever changing economic and market landscape.
AL, CA, DC, FL, GA, IL, KY, MA, MD, MI, MN, NC, NY, PA, SC, TN, TX, VA, WI