I have always been interested in real estate – my mom tells a story that as soon as I was old enough to drive, I would drive around Moultrie, GA (where I grew up) looking at houses and could point out any house designed by Frank McCall – a well-known architect in South Georgia. I took drafting in high school and considered being an architect but ultimately decided to pursue a different path.
I worked during college for an engineer drawing on AutoCAD and completed construction drawings for a wide variety of projects – mini-warehouses, laying out subdivisions, all variety of foundations and metal buildings, house plans, and apartment buildings. After earning a degree in finance, I drew house plans for an upscale architecture firm in Atlanta (multi-million dollar mansions primarily in Buckhead) and drew the plans for a Southern Living Idea House.
After drawing house plans for a little over two years, I went to work for SunTrust Bank as a commercial lender and did primarily real estate based lending. I transferred to the trust department and was a relationship manager for roughly 125 clients advising on their investment accounts.
I earned an MBA from Emory University with a concentration in Finance and went to work for two business partners and was essentially their personal CFO. I managed their liquid assets in a wide variety of investments including stocks, bonds, hedge funds and private equity investments and also took care of many of the financial aspects of their real estate portfolio, private jet, and car and horse collections.
I also earned the CFA (Chartered Financial Analyst) designation, which is the most respected (and difficult) designation in the financial field. After the business partners, I worked as a stock analyst at Morningstar, as a senior portfolio manager at an asset management firm in Jacksonville, and founded and managed my own investment firm with a partner.
In 2016, after over 15 years in the investment business, I got burned out and wanted a change. I’ve always wanted to work in either the stock market or real estate business so I figured it was time to move in to real estate. I’m committed to building a strong track record in real estate and am working full time to make that happen.
I serve as the Cubmaster for my son’s cub scout pack, sit on the board of Avenues 12—a women’s substance abuse recovery program in Daytona Beach, FL—and am a guest lecturer for the Securities Analysis and Portfolio Management class at the University of North Florida.