Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business


  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst


  • BS BA, Data Processing with minor in Finance, Central Missouri State University
  • MBA, Finance, University of Missouri at Kansas City

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Professional associations

  • International Coach Federation (ICF of GA. )
  • Georgia Society of CPA's
  • Financial Planning Association
  • Cobb Chamber of Commerce
  • Business Network International

Community participation

  • Rotary Club of East Cobb Treasurer 2005-2006
  • Wheeler Baseball Booster Club Treasurer 2005-2006
  • One of initial members of Sope Creek Elementary Foundation Board of Governors 1996-2000
  • Atlanta Rowing Club Treasurer 2008-2011


Jogging. I have completed 27 Peachtree Road Races.

Rowing. In July 2010, I completed the Tennessee River Gorge Marathon in a single scull.

Travel. My wife and I love to travel. Most recently we have been to Scotland, Albuquerque Balloon Festival, Northern Maine and Iceland

Good food, good wine and entertaining.

Helping others and educating.