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PROFESSIONAL ACCOMPLISHMENTS

AWARDS & ASSOCIATIONS

Selected Honors and Awards:

  • Five Star Investment Professional award winner (2014, 2016, 2017, 2018, 2019, 2020, 2021)
  • Best of North Atlanta - CPA (2017, 2018, 2019, 2020)
  • Best of Alpharetta 2014 – Accountant Category
  • Top Accounting Professional in Atlanta (2014)
  • NAWBO WE Awards-Member of the Year (2008)

 

Affiliations and Associations:

  • American Institute of Certified Public Accountants (AICPA) PCPS Section Member
  • Georgia Society of Certified Public Accountants (GSCPA) Taxation Section Member
  • Women Business Enterprise National Council (WBENC) Certified
  • Exit Planning Exchange (XPX) Atlanta
  • Children’s Healthcare of Atlanta Legacy Advisors
  • Alpharetta Chamber of Commerce
  • Greater North Fulton Chamber of Commerce
  • Vistage CEO Organization (2008-2015)

Boards/Committees:

Philanthropic Advisory Leadership Institute (PALI)

  • Steering Committee (2012-2015)
  • Graduate, Class of (2010-2011)


The Jewish Federation of Greater Atlanta

  • Balser Professional Advisors Council (BPAC) Giving Circle (2016)
  • Balser Symposium-Steering Committee (2012-2015. 2020-2021)
  • Investment Advisory Committee (2005-2010)
  • Population Study Committee (2005)
  • Professional Advisor Committee (PAC)

National Association of Women Business Owners (NAWBO)

  • Treasurer (2006-2009, 1996-1999)

Professional Women’s Information Network, Inc. (ProWIN)

  • Treasurer (2003-2004)

Congregation Dor Tamid/Congregation B’Nai Dorot

  • Budget & Finance Committee (2012-2013, 2000-2007)
  • Chairperson (2002-2003)
  • Merger Exploration Committee (2003-2004)
  • Trustee to Board of Directors (2000)
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable reg-ulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 11 Atlanta-area investment professionals with the Five Star Investment Professional award.