About Me

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Being born in Baltimore, MD & raised in Grayson, GA, I personify a unique blend of East Coast tenacity & Southern hospitality. As a seasoned representative, I understand the importance of trust & reliability when it comes to building your family’s legacy. My mission is to educate, inspire, & empower our community by providing clients with a personalized wealth strategy to help them live the life they truly deserve.

Get to know our dedicated team

Our team is designed to deliver strategic, comprehensive planning at the highest level. Our dedication to client-oriented service, communication, and follow up is second to none. You deserve the best, and we're equipped to provide that for you.

Photo of Director of Supervision Jessica Burks

Jessica Burks

MBA, CLU®

Director of Supervision

Photo of Director of Client Services Olivia Izaguirre

Olivia Izaguirre

Director of Client Services

Photo of Director of Client Relations Angela Stern

Angela Stern

Director of Client Relations