My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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30
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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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