With 37years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

I began my financial services career as a Financial Advisor with Greystone Nash in 1988. I joined a municipal bond firm, AF Best in 1991. I joined Smith Barney, where I worked for 15 years in Boca Raton, Fl and Alpharetta, Georgia. I then moved my financial practice to Wells Fargo Advisors in Roswell, Georgia. I have served nationwide-area investors for 37 years and look forward to helping them meet their financial goals for many years to come.

I have earned a Bachelor's Degree in Political Science and History from the University of Delaware. I received a master’s degree in religion from Whitefield Theological Seminary.

Committed to helping my community prosper, I am active with community organizations in the Atlanta area. Away from the office, I also enjoy sports, history, philately and volunteering with my church and community. My wife, Anna-Lisa, who is a Nurse Practitioner at Children's Healthcare of Atlanta and I live in Roswell Georgia and have 3 grown children, Marina, Anthony and Christian.

The information is intended for use only by residents of, California, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Michigan, Missouri, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina and Texas

 

Dedicated to helping my clients achieve financial freedom and security through life and retirement. I have a passion for helping individuals and families achieve their financial goals as well as setting their next generation up for success. My approach focuses on each individual’s specific risk tolerances and goals to best design and implement a plan in order for them to reach their highest potential and goals. My goal is to serve my clients in the most timely and professional way possible.

Having grown up with family in the finance world I have always had an intense passion in seeing those around me succeed financially and having part in helping them achieve their goals.

I have earned a bachelor’s degree in business administration with a minor and emphasis in finance from Georgia Southern University.

In hopes of seeing my communities be the best that they can be I have heavily involved myself in church volunteering and have been a member of the North Atlanta Chapter of Ducks Unlimited assisting with conservation of Georgia’s wetlands and Georgia Wildlife Management Projects all around the state to ensure those that come after me are met with an environment better maintained and managed than ever before. 

Outside of work I am an avid hunter, sports fanatic, and golfer. I am very family and friend oriented and have always put loyalty and best interest above all.

This information is intended for use by residents of Georgia, Florida, New York, Kentucky, Illinois, Pennsylvania, South Carolina and Tennessee only.