Advisor profile

What you can expect when you work with me

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.

Get started
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances
  • Christian Financial Strategies


  • ChFC® Chartered Financial Consultant®
  • CKA® Certified Kingdom Advisor®


  • MA, 1989, Business Management, Webster University, St. Louis, MO
  • MS, 1984, Chemical Engineering, Drexel University, Philadelphia, PA
  • BS, 1982, Chemical Engineering, Worcester Polytechnic Institute, Worcester, MA

Community participation

Augusta Rowing Club

Apparo Academy - Advisory Board

USA Rowing


I have had the pleasure of being married to my wife Becky for over 30 years. We still find time in our schedules for dinner or a long weekend at a Carolina beach!

Other interests include seeking to understand the biblical principles of money and wealth, integrating those principles into my practice.

I enjoy rowing on the Savannah River! My experience with the sport goes way back to my college days and I truly say that there is no better feeling than being out on the water in the morning when the water is like glass!