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
30
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
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Investments

Education

  • Cleveland State, 1973, Associates Degree
  • University of Tennessee at Chattanooga Business, 1974, Business Degree
  • School of Banking at Louisiana State University, 1985, Banking Degree
  • Series 7 and Series 63, 1993

Community participation

Past President - North Georgia Master Gardners, and Alabama Alumni Chattanooga Chapter, Tennessee Master Gardener, Tennessee Rose Society, Tennessee Dahlias.

Interests

Family, Alabama Football and Golf