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
28
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
  • Wealth Preservation Strategies
  • Investments
  • Insurance

Education

  • B.S., Business Administration, Tennessee Tech, Cookville, TN

Previous experience

  • Federal Deposit Insurance Corporation (FDIC)- Bank Examiner/Bank Liquidation Specialist, 1984-1996

Community participation

I volunteer at the Edmondson Telford Center for children. We raise money through the Phil Niekro Golf Tournament each year to fund the operations of the center. The center aids and helps children that have been victims of sexual or physical abuse.

Interests

Our family is the joy of my life. Madeline, Katherine, Logan, Emmeline and Candler. I enjoy playing golf, boating on Lake Lanier, riding motorcycles in the North Georgia mountains and walking on Amelia Island's beaches with my beautiful wife Marty.

My photos

1 albums
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