Atlanta-based wealth advisor & sales leader helping families and professionals grow their wealth and confidence 💙 Building relationships, creating impact, and cheering others on along the way. Throughout my career, I’ve had the privilege of working with incredible teams and clients who have trusted me to help them grow. From two decades at Merrill Lynch, where I learned the power of disciplined pl
anning and relationship management, to my leadership years at New York Life, where I coached advisors to reach new levels of success, my purpose has always been the same: to empower people to achieve more — financially, professionally, and personally. Today at Coastal Wealth, I’m channeling that experience into two areas I’m deeply passionate about:
-Helping advisors grow their practices through intentional business development, mentorship, and strategic planning.
-Helping clients build and preserve wealth through thoughtful, goals-based financial strategies that evolve with their lives. I believe in blending the social butterfly’s energy for connection with the hunter’s mentality for growth — building relationships that are genuine, strategic, and lasting. If you’re an advisor looking to elevate your practice or a client ready to take a more proactive, personalized approach to your financial future, let’s connect.
📩 Let’s start a conversation — about opportunity, collaboration, and what’s possible when we bring vision and action together.
