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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Registered Representative (Series 7 & 63 licensed).
  • Licensed Accident, Sickness, Life and Variable Products Agent.
  • Licensed Long Term Care Insurance Agent.

Education

  • B.S., 1998 University of Georgia

Interests

  • Spending time with my wife and son
  • Playing golf with clients and friends
  • Traveling

Community participation

Grayson Baseball and Basketball Assistant Coach

Bethesda Soccer Assistant Coach