Our Qualifications

I graduated from the University of Georgia with a Finance degree specializing in Security Analysis and a second major of Estate Management.  

I began my career with Prudential in 1988 and formed Wealth Resources Group, Inc. in 1992 to expand and more fully serve the needs of our clients.  

We have been working with individuals and businesses in the area for over 20 years.  Our focus is on developing lasting relationships with all our clients. We will work closely in helping you assess your financial goals and participate in the ongoing management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. Every program we develop is personalized to each client and their specific needs.  

We’re looking forward to using our experience to help you pursue your financial goals.