Specialties
About Me
As an independent Financial Planner and Investment Advisor, I’m passionate about helping individuals, especially women, understand their financial worth and build confidence in their financial decisions.
My practice was founded out of a clear need I saw among professional women who excel in their fields, but often haven’t had the same comfort or guidance when it comes to investing and long-term financial planning. I primarily serve women business owners, professionals, and those working within the finance industry who are ready to take control of their financial futures. My goal is to empower them to make informed, intentional financial decisions, put their money to work effectively, and create a life that balances financial independence with personal fulfillment, passion, and freedom.
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Interests & Hobbies
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Always free for clients.
Credentials
Chartered Financial Consultant, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
CPA Allies, is an independent Registered Investment Advisor (RIA) registered in the state of Georgia. As a fiduciary, we have a legal and ethical duty to always act in the best interests of our clients. We take this responsibility seriously and uphold the highest standards of integrity, transparency, and professionalism in every client relationship.