Advisor profile

What you can expect when you work with me

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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance

Education

  • MBA University of Witwatersrand, South Africa
  • BSc Engineering University Of Witwatersrand, South Africa

Previous experience

  • Major international engineering projects, 1976 - 2004
  • Financial Advisor, 2004 to Present

Community participation

- Church Deacon

- Youth mentor

Interests

- Wife, children and Grandchildren.

My family are widespread with my daughter and her family living in Baton Rouge, Louisiana, and my son's family located in Atlanta. My youngest daughter is a freshman at Texas A&M studying Geo Physics.

We are blessed with four beautiful grandchildren.

- Golf

My photos

2 albums
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