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
19
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
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Insurance

Education

  • Bachelor of Arts, Accounting, Capital University, Columbus, OH, 1986
  • Master of Business Administration, Baylor University, Waco, TX, 2003

Awards & recognition

  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

  • Rotary Club of Sandy Springs
  • Volunteering at our church.
  • Foster parent mentor.

Interests

  • Golf
  • Travel
  • Spending time with and taking care of my family.

My photos

2 albums
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