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
17
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
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor Civil Engineering, Georgia Institute of Technology, 1985

Previous experience

  • ARCADIS - Senior Project Manager, 1992 - 2007
  • Tribble & Richardson, Inc, 1986 - 1992

Community participation

  • Volunteer for Chattanooga Area Food Bank
  • Christ United Methodist Church
  • First Things First
  • Camp Lookout

Interests

  • Family. Jody and I enjoy watching our two daughters and share their interests as they become adults
  • Fitness. I have completed three marathons and several triathlons
  • Team leading in mission settings. I have had the opportunity to lead mission teams to Costa Rica (church building), Mississippi (home rebuilding after Hurricane Katrina), and locally (responding to local disasters)
  • Flying. I'm an instrument rated pilot and enjoy flying as often as possible.