Advisor profile


My approach

I have been a member of the FMB Advisors team since 2004, working with individuals and business owners to design and implement financial plans based on their individual goals and objectives. I pride myself on helping my clients evaluate their financial choices,understand the impact of their decisions, and implementing actions consistent with their desired outcomes.

30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning

Qualifications

  • Series 7, 63, 65 Life Health Annuity

Education

  • BS in Management, Georgia Tech, Atlanta GA

Community participation

Our FMB Team participated in Ameriprise Day of Service – June 3rd.
Our FMB Team participated in Ameriprise Day of Service – June 3rd.

Atlanta Alliance on Developmental Disabilities (Volunteer)

Food Well Alliance

Our FMB Team participated in Ameriprise June Day of Service. We planted, watered, weeded, harvested at the Food Well Alliance “Tapestry” Community Garden in Atlanta. The volunteer program works to support gardens and nonprofit urban farms across the greater Atlanta area by providing garden planning assistance, seed donations and volunteer work days. What a great way to serve others!

Interests

I am an active member in the community, and I've devoted countless hours to helping others. One of my volunteering focus efforts has been with the Atlanta Alliance on Developmental Disabilities. My wife Sheryl and I have three children.