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
42
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
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science Degree, Berry College, Rome, GA
  • Major: Business Administration; Double Minor: Economics and Physical Education

Awards & recognition

  • Premier Protection Award, RiverSource Life Insurance Company, 2013

Professional associations

  • Rotary International
  • Salvation Army

Community participation

Certificate of Dedication award from Georgia Municipal Association, June 2018

  • Past President of Rome Rotary Club 2015-2016
  • Former Chairman of the Advisory Board for the Salvation Army
  • Past President of Rome Jaycees.

Interests

Runner (completed 35 Peachtree Roadraces and Counting)

Community Service

Family and Friends

First Presbyterian Church

US Coin and Note Collector