Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Cash Flow Management Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Series 65 Series 63 Series 24 Life Health and Variable Annuity

Education

  • University of Oklahoma, BBA, ROTC, 1966

Interests

History

Bicycling

Travel

Community Service

Community participation

Past Activist in The Mandarin Community Club

Past Board Member and Officer of Scenic Jacksonville

  • Military Friendly

Previous experience

  • GBS Financial Corp, 2010-2012
  • Equitas America, LLC, 2003-2010
  • Round Hill Securites, Inc, 1996-2003
  • Prudential Securities Incorporated, 1979-1996