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

  • Family Finances
  • Retirement Planning Strategies
20
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