Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies


  • Series 7, 63 & 65 Securities licensed
  • Series 31 Managed Futures licensed
  • Series 9/10 General Securities Sales Supervisor licensed
  • Life, Accident & Health licensed
  • Variable Annuity licensed
  • Property & Casualty licensed


  • B.A. in Business Administration at Shorter College, Rome , GA

Previous experience

  • Drexel Burnham Lambert Incorporated, 1981-1984
  • Raymond James & Associates, Inc., 1984-2002
  • Raymond James Financial Services, Inc., 2002-2010
  • Oppenheimer & Co., Inc., 2010-2013

Community participation

Member and active participant for Saint Anne's Catholic Church in Roswell, GA.


I enjoy spending time with my family and playing golf.