Advisor profile


My approach

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 Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CKA® Certified Kingdom Advisor®

Education

  • B.S. in Finance, Auburn University 1994

Interests

  • Love spending time with my family, particularly watching my 11 year old son and 13 year old daughter grow up
  • Enjoy exercising and running
  • Most anything to do with the outdoors, such as hunting, fishing, golfing and gardening
  • Avid football fan
  • Going on family vacations, especially to Grayton Beach, FL

Community participation

First United Methodist Church of Hartford

Wiregrass United Way

SEADAC

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2020
  • Ameriprise Circle of Success, 2011-2013, 2015-2018