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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Gordon College, Bachelor of Arts Business Administration

Community participation

I presently volunteer for a non profit organization called Desire4Hope, Inc. I became involed with this organization to help serve the homeless and drug addicts who are struggling with addiction, in many ways, including providing meals, clothing, shelter and other services.

Interests

  • Time with my lovely wife Claudia and 3 daughters: Sophia, Isabella, & Camille.
  • I enjoy catching up with family and friends.
  • In my free time I enjoy golf, chess, ancestry and learning more about the history of the South.