Advisor profile

Our commitment to you

At Iron Oaks Wealth Advisors, we believe financial guidance is about building lasting relationships and enriching lives. Our approach goes beyond traditional wealth management; we focus on understanding your unique goals while celebrating the milestones that matter most.

We are there for you--whether you’re buying a house, getting married or retiring--because we work together with our clients. This deeper connection allows us to provide outstanding service that reflects our dedication to your success.

Your financial journey is personal, and we are honored to walk alongside you, helping ensure you feel more confident every step of the way. Together, we can help build a future that meets your financial goals while celebrating life’s special moments.

28
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
  • Business Retirement Plans
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution

Professional associations

  • The Greater Lithonia Chamber of Commerce
  • The Miles College Alumni Association, Atlanta Chapter

Community participation

I participate as a sponsor or participate with a couple of organizations.

- The Greater Lithonia Chamber Gala, that provides book scholarships for 3-5 students.

- The Milles College Scholarship Gala, which raises funds to help children attending the school.

Interests

I enjoy participating in business organizations and social groups that give back to the community. These groups support the community by participating in charitable events that help raise funds to support college scholarships for children's education and families needing food and clothing.

- Organizations include the Greater Lithonia Chamber of Commerce, The Miles College Alumni Association and the NAACP.

For relaxation, I enjoy spending time with family, traveling, reading, playing sports such as golf, and watching football.