Meet the team

Founder, CFP®, MBA

My mission is to help professional families reach the point where they are making decisions based on their values, rather than money. There is so much joy in intentionally working towards goals that drive your family’s potential.

When my mother died in 2017, it was a turning point in my life. After 20 years on the same career path, I needed to step away and decide if I wanted to continue for another 20 years. I took a year off to evaluate what I wanted to do with the rest of my life.

I realized I wasn't making the impact on the world that I had envisioned. I knew my unique skills, passion, and insights could be better used to directly impact the success of others, particularly through the lens of personal finance.

I launched this business to inspire, create, educate, manage, and mediate for 100 families seeking joy, guided by their values—not the almighty dollar—and to help them achieve financial freedom.

I love to cook and root for all Georgia teams. I earned an Industrial Engineering degree from Georgia Tech and an MBA from Georgia State.

Experience

Certified Financial Planner (CFP), Feb 2021

NAPFA Member 2020

Established Chamberlain Financial Advisors 2018

Product Manager, Cisco Systems 2013-2016

Software Engineering Manager, Cisco Systems 2006-2013

Education

Georgia State University, J. Mack Robinson College of Business, MBA, International Business 2001-2003

Georgia Institute of Technology, Bachelor of Science, ISyE, 1997

Volunteering

Board Member, Skyview High School, College Park, GA 2019- present

Lead Advisor, CDFA®, MBA

I work with independent women and busy families going through life transitions such as divorce, major career changes or those contemplating early retirement.

Prior to working in financial services, I spent much of my career in finance roles in the tech industry. For this reason, many of my clients also have careers in Tech. I help clients better understand and leverage their benefits packages, establish college savings plans for their children and maximize their overall savings so they can see a clearer path to retirement.

I also specialize in working with women during and after divorce. I was divorced in 2013 so I understand the challenges they face first-hand. I partner closely with clients and other professionals during the divorce process to assess short-term and long-term financial impacts. I help clients feel more prepared for negotiations as well as plan for their new life.

I am a mom of two almost adults and a mutt named Rosie. Outside of career and mom duties, I enjoy playing tennis, practicing yoga, visiting local farmer’s markets, hiking in state and national parks, traveling abroad and any activity on or near the ocean.

Experience

Certified Amicable Divorce Professional (CDAP), Oct 2022

Certified Divorce Financial Analyst (CDFA), Feb 2022

Financial Advisor - Raymond James & Associates 2020 – 2022

Finance/Operations/M&A - Cisco Systems 2008 - 2020

Education

Financial Planning Certificate - Emory University, 2019

Master of Business Admin (MBA) - UNC Chapel Hill, 2001

Bachelor of Science Psychology - Florida State University, 1993