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My Approach

Your Christian faith is important, and you want to make the most of the resources entrusted to you. I’m a Christian financial advisor, and I can help. Together, we can plan for your financial goals in a way that’s consistent with biblical principles of stewardship. So you can do more for yourself, your family and the causes that are important to you.

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Interests

  • My main interest is keeping pace with my 6 yr old son, Trey. I didn't think I would be chasing a 6 yr old around at my age, but it certainly makes each day a challenge
  • I love to fish. I always said offshore fishing was my favorite, but have to admit fishing for pinfish under a bridge with my son gives it a real run for the money
  • On Saturday afternoons in the fall, you can find me in front of the TV watching SEC football-especially my beloved Arkansas Razorbacks- but despite my best efforts my son told me he was a Florida Gator fan!
  • I am married to the sweetest, patient and most tolerant woman alive-my wife Tammy. She rocks!

Community Participation

When not working or with my family, I am usually doing something at my church. I serve as an elder, teach a Sunday school class for men, a class for teen age males on being a Christian man, and last year even appeared in our Christmas play.

In the past I have served as director of Cocoa Beach Little League, and anticipate getting involved in that again as my son begins to play.

Areas of Focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies

Experience

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Series 24
  • Florida Life, Health and Variable Annuity
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Professional Associations

  • CFAN - Christian Financial Advisors Network

Files for Download

My Videos

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My Photos Show Thumbnails

Christmas 2010

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.