About Me
My professional career began with Ernst & Young in 2007 and I have been a Certified Public Accountant in the State of Georgia since 2010. I have held various roles to assist companies in their financial compliance, including both auditing and financial reporting. After reaching a point in my career where I wanted to provide significantly more value to the clients I served, I decided to pursue opportunities to learn about different industries from within individual organizations to gain a broader understanding of our country's economic system through my accounting background.
In 2019, I decided to pursue a financial planning professionally with a passion for assisting individuals and families with their financial condition. I then passed the CERTIFIED FINANCIAL PLANNER™ exam in 2020 and registered with the State of Georgia as an Investment Adviser Representative in 2021. Through Inceptive Financial I look forward to empowering my clients to meet their financial goals and dreams.