Iris

Iris has been involved in the financial services industry since 1984.  She has a wide background of educational and business experience with a master's degree in mathematics, a doctorate in mathematics education and many post graduate courses in financial strategies and economics.  She is the founder and president of Alpha Financial Management.  Iris oversees the process of analyzing, researching and compiling all Financial Plans for AFM clients, helps guide clients through the financial planning process, and answers any questions regarding the numerous ongoing financial planning issues that arise in their lives. As part of the planning process, Iris guides her clients to develop their own unique Investment Policy Statement, and then implements their strategy by designing portfolios that fit their profile, keeping the investments in balance, and reporting progress to the clients.

Much of her success is attributed to individual commitment to her clients, as well as her ongoing pursuit of knowledge and expertise in the rapidly changing field of financial services.  She has shared this knowledge through seminars on the Basics of Investing, Estate Analysis, Retirement Planning and Financial Freedom and has published articles on Asset Allocation and Estate Planning.  Iris has published several articles in national and local journals, appeared on television, and been quoted in Investment News and the Wall Street Journal.

Iris is a Registered Advisor with the National Association of Personal Financial Advisors (NAPFA), the largest nationwide organization of fee-only financial planners.

She serves on the Advisory Board for the College of Business Administration of Savannah State University and the Economics Department at Armstrong Atlantic University.  She is a past member of the Finance Committee for the Armstrong Atlantic University Foundation.

Client Emphasis:

The Vision Keeper for Alpha - encouraging clients to take actions and make decisions that are in harmony with their values.

Life Emphasis:

She is the Council Director for Girls on the Run, an after-school program for pre-teens that uses running to educate and prepare Savannah area girls for a lifetime of self-respect and healthy living. Go to Girls on the Run to learn more about the program.

Iris and her husband, Michael, have five children and twelve grandchildren.  In her leisure time Iris enjoys playing the piano, knitting and competing in triathlons. She has qualified for the Championship Ironman in Kona twice. Her next events are the National Championship Olympic Distance in Burlington VT on August 20 and the Augusta Half Ironman on September 24. Ten other family members will compete in Augusta!