I am honored to serve as the Vice President and Director of Client Experience at Frederica Wealth Management. With over 12 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role. At Frederica, my primary responsibilities revolve around financial planning, assisting Buddy with the investment strategy, and developing comprehensive plans to help our clients achieve their goals. Before joining Frederica, I had the privilege of working at Temenos Advisory, where I further honed my skills and deepened my understanding of the industry. In 2019, I obtained a Certificate of Financial Planning from the esteemed Terry School of Business at the University of Georgia, solidifying my commitment to providing exceptional financial guidance.
As a planner, I find great joy in utilizing various avenues such as trusts, insurance, and tax strategies to help our clients navigate their financial dreams. Witnessing our clients implement our advice and witnessing their progress towards reaching their goals is incredibly rewarding to me. One of my core values is to foster open communication with my clients. I want them to feel comfortable asking me anything, as I am here solely to assist and guide them on their financial journey. Building trust and maintaining strong relationships is at the heart of what I do.
Outside of work, I reside in St. Simons Island, Georgia, with my loving husband, Henry, and our three wonderful children, Hadley, Trip, and Maggie. We are also proud pet parents to two adorable golden retrievers, Marley and Daisy. I am actively involved in my children's schools, Frederica Academy and Wesley Academy, and I am passionate about reading, exercising, and advocating for animal rescue. Supporting organizations like Golden Retriever Rescue of the Low Country and No Kill Glynn County is a cause close to my heart.