With my 20-plus years of investment experience, I have built relationships with my clients based on understanding, passion, and integrity to help them identify, work toward, and reach their financial goals. Most of my clients are referrals, and many are local employees of global hi-tech firms. Working with this specific clientele for the majority of my career has allowed me to effectively assess a client’s overall financial health and support their comprehensive personal planning needs. I can also help employees navigate their 401(k), stock plans, and offer advice on how to build net worth while minimizing taxes.1
I provide my clients with comprehensive financial advice that adheres specifically to their personal goals. I focus on my clients’ needs, forming relationships with them, and building value through open communication and trust.
As a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter® practitioner, I am held to a fiduciary standard of care of doing what is in the best interest of my clients. In addition to retirement income planning, I also work with clients in such areas as legacy planning, employee benefits, insurance and wealth management. In my spare time, I enjoy giving back to the community by distributing meals at Open Hand Atlanta, participating in multiple charity runs and walks, and volunteering at Children’s Healthcare of Atlanta. I am a graduate of Wichita State University and am a huge fan of the Minnesota Vikings and Twins, Wichita State Shockers, as well as the Tennessee Volunteers.
Give me a call, and let’s start planning for your goals.
Qualifications: holds series 7, 24, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. 1 For specific tax or legal advice, please consult an appropriate professional.