As a Senior Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.

I have over 27 years of experience as a Financial Advisor. I hold a bachelor’s degree in Business Administration from Oglethorpe University and an MBA from Georgia State University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER®, practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

My wife and I live in Peachtree Corners with our two sons. I look forward to extending my services to you and your family. Together, we can discuss investment strategies designed to fit your unique situation.

With 39 years 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 - helps enable me to help my clients structure balanced portfolios to address their specific financial goals.

I have earned a Bachelor’s degree in Marketing from Murray State University. Away from the office I enjoy traveling, exercising, exploring new restaurants, concerts and rooting for the Braves. I live in Peachtree Hills in Atlanta.

As a Senior Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.

I have over 33 years of experience as a Financial Advisor. I hold a bachelor’s from the University of Tennessee. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER®, from Duke University and practitioner certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

I live in Roswell and look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

As a Senior Registered Client Associate, my focus is to help clients achieve their investment goals by assisting with managing money movement, facilitating account opening, troubleshooting issues, and offering digital education. As well as help clients reach their retirement goals through wealth planning.

 

I joined Wells Fargo Advisors in 2025 and have over 13 years of Wealth Management experience. My previous experience also includes a position with Home Depot as a Senior Analyst. I hold a bachelor’s degree in Business Administration from Auburn University, and an MBA with certificates in Cybersecurity Management, Management Information Systems, and Business Analytics from Auburn University. I have also earned the Chartered Retirement Planning Counselor^SM, or CRPC®, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

 

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Away from the office, I also enjoy playing in a bocce league, golf, and Crossfit. I live in Buckhead with my wife and our two dogs.