I give the same advice to clients that I practice myself. After serving as an officer in the United States Marine Corps, I became a financial advisor to make a meaningful difference in people’s lives. Since 1994, I’ve helped my clients make smart choices about their money. I believe helping others is our true legacy, and I hope to help many more families—including yours.
PROFESSIONAL BACKGROUND
- Registered Principal, Raymond James Financial Services (1999 - Present)
- Assistant Vice President, AG Edwards (1998 - 1999)
- Financial Consultant, Merrill Lynch (1994 - 1998)
- Captain, Financial Management Officer (Active duty & Reserves), United States Marine Corps (1990 - 2000)
- BS in management, Auburn University
- MBA, Webster University
- Licensed in the securities industry as Series 7, 63, 65, 24, 51, Life and Health, Variable Life and Variable Annuity
PERSONAL BACKGROUND
I appreciate the challenges and personal issues facing individuals seeking someone they can trust to help them make sound financial decisions. I understand the significance of having a solid relationship with my clients as they transition through all phases of life, up to and beyond retirement.
As a graduate of Auburn University, I began my career as a financial management officer in the United States Marine Corps. As an investment advisor since 1994, I hold multiple industry licenses with a focus specifically geared towards working with people as they plan for and enter their retirement years. I was attracted to Raymond James primarily because of the firm’s standards and their commitment to ensuring that my clients receive the highest quality service and support.