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

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies


  • Bachelors, Business Administration, Columbus State University 1988-1990

Previous experience

  • Financial Advisor, Merrill Lynch, Columbus, Georgia, 2011-2018
  • Senior Vice President/Commercial Banking, Columbus Bank & Trust Company, Columbus, Georgia, 2005-2011
  • United States Marine Corps, Sergeant in Marine Corps, 1984-1988

Community participation

1991 United Way Executive

2000-2006 President and Founder of Columbus Valley Middle School Golf League

2002 Chairman Columbus Southern Open, a Senior PGA tour event

2003 President Georgia State Golf Foundation

2018 Volunteer Alabama Golf Association

1997-2018 Senior Director of the Georgia State Golf Association