My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Gordon College, Bachelor of Arts Business Administration

Community participation

I presently volunteer for a non profit organization called Desire4Hope, Inc. I became involed with this organization to help serve the homeless and drug addicts who are struggling with addiction, in many ways, including providing meals, clothing, shelter and other services.

Interests

  • Time with my lovely wife Claudia and 3 daughters: Sophia, Isabella, & Camille.
  • I enjoy catching up with family and friends.
  • In my free time I enjoy golf, chess, ancestry and learning more about the history of the South.