Advisor profile


My approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice.

I’ll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family.

Whether you want to provide for your loved ones, support causes you care about, or save for the future, I can help you plan for your goals.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • Whenever the Gulf Coast is graced with waves, I'll be out there catching them! Surfing is by far my favorite way to spend a day.
  • I love the outdoors. Whether it's rock climbing, sailing, biking or diving. Chances are, if it can be done outside, it's a hobby of mine.
  • Spending time with family. Time is one of the only things we can't ever get back, so time with family is so valuable to me.

Community participation

Professional associations