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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Small Business
  • Sustainable and Responsible Investing

Qualifications

  • Series 7 License
  • Series 66 License
  • Life, Accident, and Sickness License
  • Variable Life/Variable Annuity License

Education

  • Bachelor's of Science in Communications, Kennesaw State University, Kennesaw, GA, 2008

Community participation

Member of the Georgia Southern University Foundation (2006 - Present)

Member of the Georgia Southern University Athletic Foundation (2006 - Present)

Interests

Born and raised in Southwest Georgia. Friends and family are everything to me. I'm dedicated to my wife, Lindsay, and to raising our two boys, Spence and Rhodes, to "Do Right."

When I'm not coaching my sons in competitive youth baseball (and football now), we spend our time enjoying live music, spending time outdoors, and supporting our alma maters' athletics (HAIL SOUTHERN). We are life-long Atlanta Braves fans (we have a golden retriever named Ozzie) and Atlanta Falcons fans.