Do you have SOMEONE TO WALK WITH YOU?
As a financial planner with over 20 years of experience, I have had the opportunity to work with clients and their families by providing caring insight and professional guidance for many of their financial and investment decisions.
My objective is to offer hope.
Everyone begins somewhere. Sometimes, our beginnings are do-overs and that is ok. I strive to provide a holistic approach to planning, preparing and implementing a financial plan so that my clients are successful.
My faith is deeply woven in the principals I apply when working with clients.
I am a CERTIFIED FINANCIAL PLANNER™, a CHARTERED RETIREMENT PLANNING COUNSELOR™, a CERTIFIED KINGDOM ADVISOR™ and have an MBA in Biblical Financial Planning. I also hold Series 7, 63 and 66 securities registrations with LPL Financial. I am also insurance licensed for Life, Variable and Health in the States of Tennessee and Georgia.
I am married to Jason Walker, who is a local graphic designer and together, we have two adult children. My husband and I attend Rockpoint Church in Chattanooga, TN.