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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Investments
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™
  • CEPA® Certified Exit Planning Advisor®
  • SIE, Series 7, Series 66

Education

  • Bachelor's, Political Science, Georgia State University, Atlanta, GA
  • MBA, Business Administration, Webster University, Saint Louis, MO

Previous experience

  • Financial Advisor, Edward Jones, Canton, GA, 2016-2023

Community participation

  • Ameriprise National Day of Service

Interests

In my free time, I enjoy woodworking, Golf, Travel, and Camping.