How I can help you

I can help new businesses draft a solid Business Plan. I can help with understanding market data and forecasting financial performance. As a Financial Advisor I can also help new and existing businesses analyze their financial statements and plan for future growth or how to exit their business with a retirement plan.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Supply Chain Management
  • Business Operations
  • Human Resources & Internal Communications

Industry Experience
  • Banking, Finance & Insurance
  • Real Estate, Rental & Leasing
  • Manufacturing & Industrial

Education

 B.S. in Business Management; Completed CFP Board accredited financial planning program through the University of Georgia. Completed numerous business management and people management courses through previous employer.


Personal Financial Advisor

Communication Methods

  • In Person