Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Christian Financial Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Investment Management
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

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

Community participation

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

Awards & recognition

  • Ameriprise Client Experience Award, 2020