Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Chartered Mutual Fund Counselor
  • Chartered Retirement Planning Counselor


  • Bachelor of Arts, Biology & Psychology, University of Virginia, Charlottesville VA


  • I enjoy collecting coins, gem (rock) hunting, and fishing.
  • I prefer bowling over golf (the ball comes back to you).
  • Although retired from the Navy, travel is a keen interest.

Community participation

  • Member of Simpsonville United Methodist Church