I am a comprehensive college financial adviser striving to create customized plans to reduce student loans and debt. Having a background in financial planning and sending three kids to college, I know and understand the stress college can have on the bank. I am passionate about what I do and find great pleasure in building relationships and educating my clients. My goal is to make the college process less stressful on your wallet and create a unique strategy personalized to best fit each family. Contact me today for your free consultation! History Established in 2011. Initially focused more on the college search process, The main goals college planning AND financial aid planning have become more integrated as the cost of college continues to rise at a high rate.
I started in this business from the passion that developed from going through the process with my children. The knowledge from a earlier stink as a financial planner meshed well with the college search and prep process I had developed through my personal experience. The costs being so high now, it's more important than ever to get it right the first time. "It" being the college and the price.
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4381 Roswell Rd, Marietta, GA, 30062 United States
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640 West Crossville RdSte 300, Roswell, GA, 30075 United States
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1100 Johnson Ferry Rd. Suite 400, Marietta, GA, 30068 United States