Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting 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

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing

Professional associations

  • Kingdom Advisors
  • Veteran US Army
  • American Council of Gift Annuities
  • Society of Certified Senior Advisors
  • Financial Services Institute

Community participation

  • Adventures in Missions – Board of Directors
  • Kingdom Advisors Champion
  • Kiwanis International – Gainesville Chapter
  • Mount Paran Church Elder


  • Married 50 years to wife Nancy
  • Four sons, two daughters, 6 spouses of kids and 14 grandchildren
  • Sailing Adventures for clients and charity fundraising
  • Sailboat and Yacht Racing