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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

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

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

Community participation

- Church Deacon

- Youth mentor

Previous experience

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