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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

  • I hold a private pilot's license.
  • My Master's Degree in church music is from SWBTS.
  • I enjoy playing tennis, but need to play more often.

Community Participation

Cobb County Composite Squadron, Civil Air Patrol -- 32 years -- Rank: Lt. Col.

-- Deputy Commander of Cadets

-- Incident Commander leading Search and Rescue Missions for 20 years

-- Team Leader, National Promotions and Awards Team, National Headquarters, Civil Air Patrol, Maxwell AFB

Tech Crew, North Metro Church, Marietta, GA

Member, Undivided Community Singers, Cobb County, GA -- 3 years

Areas of Focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving

Experience

Awards & Recognition

  • Platinum Financial Advisor, 2001 - 2012
  • Great Citizen Award, 2000
  • Ameriprise Circle of Success, 1994 - 2010
  • Ameriprise Chairman's Award, 1996, 2004, 2006, 2008

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Bachelor of Arts degree, Florida Southern College, Lakeland, Florida
  • Master of Church Music, Southwestern Baptist Theological Seminary, Ft Worth, TX