Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • BBA in Finance & Real Estate, Georgia Southern University

Awards & recognition

  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2023

Honored to receive recognition

All of us at Iron Oaks Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Iron Oaks Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

Community participation

Georgia Army National Guard

Interests

Spending time with my wife, Casey and raising our two amazing children, Ellie and Gaines. We enjoy everything outdoors, from the beach and boating to bike rides around Skidaway Island. We believe it’s important to spend quality time together and enjoy our family and friends. I enjoy playing tennis, golf and watching college football, particularly the Georgia Southern Eagles. My passion is offshore fishing. I also have a vested interest in the military. I’m nearing retirement from the Georgia Army National Guard where I currently serve as a First Sergeant.