Advisor profile

My Approach

My Vision Mission, Values and Brand Promise have withstood the test of time and continue to define my business and my team and I.

My Vision is what is what my team and I aspire to be, the most respected and referred financial services firm.

My Mission is to help people feel confident about their financial future.

My Values are what we can expect from each other:

  • Integrity Always
  • Excellence In All We Do
  • Client Focused
  • Respect for Individuals and our Communities

My Brand Promise is my team and I’s commitment to you, my client, as we shape financial solutions for your lifetime!

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

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Intergenerational Planning
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances


  • Series 7, 66; Life, Disability, Long-term Care Ins, Fix, Index, Variable Annuity


  • Master of Arts in Counseling, Arcadia University, 1989
  • Bachelor of Science, Physical Education, Pennsylvania State University, 1985

Professional associations

  • Financial Services Institute
  • Leadership Johns Creek Alumni
  • Johns Creek Chamber of Commerce
  • Penn State Alumni

Community participation

FMB Advisors Team Service Day - Community Garden with Food Well Alliance - 2022
FMB Advisors Team Service Day - Community Garden with Food Well Alliance - 2022

Arts on The Creek

The Arts Alliance at Johns Creek

City of Johns Creek Public Art Board

Leadership Johns Creek Alumni

Southeastern Lacrosse Conference (SELC)

Penn State Alumni


    Sports, reading, writing, hanging out with family and friends , craft beer, the great outdoors, travel, running & fitness, college lacrosse, art & culture, community service and my hometown of Johns Creek, GA.