Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
28
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
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Insurance

Education

  • B.S., Business Administration, Tennessee Tech, Cookville, TN

Previous experience

  • Federal Deposit Insurance Corporation (FDIC)- Bank Examiner/Bank Liquidation Specialist, 1984-1996

Community participation

I volunteer at the Edmondson Telford Center for children. We raise money through the Phil Niekro Golf Tournament each year to fund the operations of the center. The center aids and helps children that have been victims of sexual or physical abuse.

Interests

Our family is the joy of my life. Madeline, Katherine, Logan, Emmeline and Candler. I enjoy playing golf, boating on Lake Lanier, riding motorcycles in the North Georgia mountains and walking on Amelia Island's beaches with my beautiful wife Marty.

My photos

1 albums
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