Master of Social Work, University of South Carolina
B.A. in Psychology, University of Georgia
Member, Financial Planning Association
Like most of our clients, the path that led me to Mosaic Wealth Strategies was filled with many challenges. I’ve experienced a child with a chronic and life-threatening illness, a divorce in mid life and instances of financial uncertainty. Throughout everything, I’ve remained resolute in my desire to better my knowledge, and use that to help empower those around me.
My life experiences have shaped more than just my financial choices — they have shaped my career choices, too. As such, my professional background has provided a broad cross-section of experience, from resource development to strategic planning to starting a non profit and ultimately, to financial planning.
When it came to managing my money, the experiences I had with advisers and agents was always centered around one dimensional transactions. There was no plan that addressed my life in its totality — and complexity. There was no meaningful education that went along with investing, risk management and goal setting.
Consequently, I did not maximize my opportunities and many of the decisions I made were not well informed. That’s why I became a financial adviser; so I could offer clients the benefits I never received — education, active listening, empowerment, understanding the impact of different choices, holistic planning and a commitment to long term relationships.
I founded Mosaic Wealth Strategies because I wanted a career where I could make a difference, and provide meaningful solutions to women like me. I have always been motivated to help people and it provides much joy when we help elevate women in ways that are real and impactful.
I know first-hand the importance of cherishing family and friends, and making the most of each day. That’s why I believe so strongly in helping our clients live lives filled with experiences that bring more meaning and value to themselves and their families. With my background in counseling and strategic planning, I enable them to explore their own unique opportunities and possibilities for a more fulfilling and less stressful life.
As a fiduciary, I always strive to do what is best for our clients. But that scope expands beyond just financial planning. It might be connecting them to a resource for a new job, helping a client negotiate a higher salary or referring them to another client who offers a valuable service they need. I feel it’s things like this, where we go above and beyond for our clients, that really help set us apart from other financial firms.
I believe that to whom much is given, much is expected. As such, I appreciate opportunities to volunteer my time and leadership within my local community. We offer financial planning to cancer patients and their families free of charge. Philanthropy is also an important tenet in my life, and it gives me joy to be able to give back financially, especially to those charities specifically recommended by our clients.
I have two grown daughters, Elizabeth, and Lei. I am also blessed with two precious grandsons, Henry and Grey. Away from the office, my favorite leisure activities include enjoying my family and friends, cooking, gardening, arranging flowers, traveling and playing tennis.