Profession: Financial Professional
Phone: (615) 306-4469
Practice: My Funds Matter, LLC
100 Oglethorpe Avenue
Gallatin, Tennessee 37066
Areas of Practice:
- Collaborative Financial Neutral
- IACP Interdisciplinary Collaborative Practice Training
For more than thirty years, I have helped individuals and organizations wisely utilize their funds. It is one of my passions. I began my career in the audit practice at Price Waterhouse. I later served as the Controller of the Nashville Symphony Association and later of Richland Country Club. My most recent work experience was serving as Vice President for Business & Finance at Volunteer State Community College.
In 2022, I founded My Funds Matter, LLC. My company is based on assisting individuals enhance their financial knowledge and utilization. Unfortunately, I have experienced a divorce. I know that it is very disruptive and unsettling. Although I was always intimately aware of the financial circumstances of my life, I know some individuals rely heavily on their spouse. The divorce process potentially leaves a spouse with angst and uncertainty about the financial conditions ahead. I seek to work with clients to educate and allay fears about the divorce process and their own financial condition.
Personally, I am now happily remarried with two adult children and one miniature schnauzer.
Available upon request
- Bachelor of Arts, Furman University, Greenville, SC 1987
- Master of Professional Accounting, University of Miami, Miami, FL 1989
- CPA (FL) No disciplinary action. Active FL license #AC0021778.