I started Bridge Financial Planning in 2015 after 15 years primarily working in private wealth management & trust department roles.
In 2001 I graduated from the MBA program at UTC. In 2006, I earned the Certified Financial PlannerTM (CFP®) designation and have completed advanced training at the Kinder Institute of Life Planning. I was an adjunct instructor for the University of Tennessee at Chattanooga College of Business, teaching Small Business Finance from 2014 to 2017.
My volunteer work has included serving on the Executive Committee of The Women’s Fund of Greater Chattanooga, a member of the Chattanooga Chamber of Commerce Board of Directors and Public Policy and Finance Committees, a member of the ArtsBuild Finance Committee, and was the developer of the financial education curriculum for Common Cents Financial Literacy.
My husband and I started spending a lot of our time in the Lisbon area in 2023. We have enjoyed the opportunity and are grateful to live the lives we dreamed of while working on our own financial plan. I am in my hometown of Chattanooga, Tennessee regularly to visit with clients, friends, family, and to spend time on some of our favorite trails!
I support organizations dedicated to financial education, environmental conservation & sustainability, and positively impacting the lives of women.