Advisor profile


My approach

I care about what’s important to you

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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Oklahoma State State University 1980-1985 BS

Interests

  • I have lived in Hendersonville since December of 1997. I firmly believe we live in a community of choice. My choice was to make this my home!
  • Served on different boards in the county.
  • Currently have interest in traveling and outdoor recreation.
  • Love spending time with my family, camping and going to NASCAR races.
  • Enjoy riding my motorcycle and riding with the Patriot Guard.
  • Honoring service men and women is a priority.
  • Married, have 2 children 3 grandchildren. If there is water we are in it! We all love the ocean!

Community participation

Since my parents moved to Hendersonville in 2009, I have become friends with several of the neighbors in their community. My wife and I have embraced these wonderful people. Currently, I call BINGO on Tuesday nights. We have done this for 5 years. It is amazing, the joy this brings to folks, including myself. I look forward to serving the elder community where I work and live.