As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide every client with targeted, comprehensive Investment advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity.

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 worked for 16 years with Bank of America/Merrill, before joining Wells Fargo Advisors.  I hold a Bachelor’s degree in economics. I have also earned the Chartered Retirement Planning Counselor, or CRPC^®, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

Active in the local community, I participate in many civic and community organizations, have been married to my wife for more than 25 years and have a 24-year-old son and we have lived in the Alpharetta, Fulton County community for more than 25 years.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.