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
14
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
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Income Strategies
  • Insurance

Qualifications

  • FINRA Registrations Series 7, 63 and 65
  • Registered to sell Life, Health and Accident Insurance and Variable Products

Education

  • BS Bachelor of Science West Texas State University Canyon, Texas 1988

Awards & recognition

  • Five Star Wealth Manager, 2016-2022

Previous experience

  • Financial Advisor- Merrill Lynch Alpharetta, Ga., 2012-2014
  • Financial Advisor- MetLife Financial Group Atlanta, Ga., 2010-2012
  • Evening News Anchor/Reporter- Texas, Nebraska, Atlanta, Ga., 1991-2010

Community participation

Member of the Cumming-Forsyth County Chamber of Commerce

Member of the Johns Creek Chamber of Commerce

Church of the Good Shepherd

All Saints Catholic Church Dunwoody

Pinecrest Academy Athletic Department Volunteer

Amateur Golfer's Association of America AGA Tour

Interests

I love to work hard and play hard. When I'm not working , I enjoy spending time with family and friends and having fun outdoors. My favorite activities include taking boat rides with the love of my life, my wife Mia, or fishing and golfing when she lets me.