With over 26 years of experience in the banking and finance industry, I specialize in helping individuals and families build, manage, and preserve wealth. Whether you’re planning for retirement, saving for education, or looking to simplify your financial life, I provide personalized strategies designed around your unique goals.

As a Chartered Retirement Planning Counselor (CRPC®) and holder of a bachelor’s degree in economics, I bring both strong academic foundations and practical, real‑world experience to every client relationship. My approach is centered on delivering comprehensive investment advice and portfolio management with integrity, transparency, and a high level of personal service.

I’m proud to have served the Alpharetta, GA community for more than two decades and remain actively involved in local civic and community organizations. On a personal note, I’ve been married for over 26 years and am a proud father to a 26‑year‑old son.

As your dedicated Financial Advisor at Wells Fargo Advisors, I offer the convenience of managing your financial life through a single point of contact—helping make your journey toward financial confidence simpler and more efficient.

Let’s connect and explore how I can help you achieve your financial goals.