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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Christian Financial Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Business – Lee University, Cleveland, TN

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

  • Mentor, Forsyth County Schools
  • Small Group Leader – Browns Bridge Church

Interests

  • Mentoring in Forsyth County Schools
  • Leading Small groups at Browns Bridge Church
  • Hiking Sawnee Mountain
  • Enjoying time with my sweet wife and daughters
  • Teaching Bible Stewardship