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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®
  • FINRA Series 7,63,66
  • Certified Military Financial Advisor

Education

  • Master of Business Administration, National University
  • University of Maryland, University College- BS Business & Management

Awards & recognition

  • Ameriprise Circle of Success, 2018-2023

Previous experience

  • Wells Fargo Advisors, 2000-2017

Community participation

I am a past-president (2005) of Muscogee Rotary Club, and currently the foundation chair.

Interests

As a retired US Marine with over 20 years service, I had the opportunity to travel extensively both domestically and abroad. I've carried that into the next stage of my life- My wife and I enjoy visiting new places and doing the tourist things- the museums, the restaurants, and everything. We also do our best HGTV impressions together. My wife and I love fixing older homes, keeping the character, but bringing it up to modern day living.