Iris founded Alpha Financial in 1997. In January of 2016 Iris sold the firm to her son, Michael.
Iris and her husband, Michael, have five children and twelve grandchildren. Her retirement is busy with art classes, playing the piano, knitting, travel, and personal fitness.
Old Bio (before retirement):
Iris was 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 of Alpha Financial Management.
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 NAPFA Registered Financial Advisor. NAPFA is the National Association of Personal Financial Advisors, the largest nationwide organization of fee-only financial planners. Iris also holds the Accredited Investment Fiduciary (AIF®) designation.
Iris oversees the process of analyzing, researching and compiling all Financial Plans for Alpha clients. She 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.
The Vision Keeper for Alpha, she makes sure that everything we do is in keeping with our mission to encourage clients to take actions and make decisions that are in harmony with their values.
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.
Girls on the Run is an transformational learning program for girls in grades 3 – 8 that teaches life skills through dynamic, conversation-based lessons and running games. The program culminates with the girls being physically and emotionally prepared to complete a celebratory 5k running event. The goal of the program is to unleash confidence through accomplishment while establishing a lifetime appreciation for health and fitness. Iris brought the program to the Savannah area in 2005, served as Council Director until 2012 and guided the organization as Board Chair.
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 became an Ironman in 2005 and has qualified for the Championship Ironman in Kona twice.