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
24
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
  • Family Finances
  • Saving for Education

Professional associations

  • Financial Planning Association

Community participation

I am a member of Tiftonia Baptist Church.

Interests

I enjoy Bible study and am currently attending the Tiftonia Baptist School of the Bible.

My wife and I are foster parents and enjoy taking care of children of all ages.  We had a successful placement last year when a 16 year old boy was re-united with his parents.  We currently have an emergency placement of a 14 month old medically fragile girl and her 23 month old brother.

I also enjoy spending quality time with my 13 year old son and helping him understand his homework and projects.