My Approach

I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.



My interests are vast and I enjoy pushing myself to be the best I can be in all that I do. My strong interpersonal relationships with my family and my clients has allowed me to take my passions and interests to another level. I enjoy Cycling, Tennis, Golf, Cars and Travel.

My practice is a way of life for me and I believe in the value of a relationship

Community Participation

  • Artemis Foundation Finance Committee Member
  • Artemis Board Member

Areas of Focus

  • Small Business
  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies



Awards & Recognition

  • Ameriprise Circle of Success, 2003-2006


  • CRPC®  Chartered Retirement Planning CounselorSM
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  • Berry College BS Marketing & Finance "93"

My Videos

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