Broker Check


My reasons for becoming a financial professional are deeply personal. I began in a Money and Banking course at Berry College.  The professor encouraged us to participate in a National Investment Challenge, we were given five hundred thousand fake dollars to invest over a three month time period.  This was way before the internet so we had to look up prices in a newspaper.  I finished in the top 9% in the country and the top position in my school, including the professors.  My professor asked how I had chosen my stocks, I explained my goal of making the most possible in 3 months, analyzed my risk which was essentially nothing because it was fake money, then selected high risk high reward stocks.  I got lucky with a few of them and won the competition.  My professor had invested in blue chip stocks that he would actually invest in for his own retirement.  He may have done a good job at stock selection but did a horrible job at meeting the goal of the contest  I learned more about setting goals, analyzing risk, developing and executing a plan than I did about individual stock selection, which began my thoughts on Financial Planning. I am confident that with my understanding of personal finance, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to help educate our community.

Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of combining my advice with the services of my partners. I believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.  It brings me tremendous joy to see a kid that went to sleep in my briefcase 25 years ago, graduate from college that I helped plan for and get his first job.  I also enjoy watching people save for their retirement and achieve it.  I love it when I get a postcard, email, or Facebook message from one of their trips.  Watching people achieve goals and live their best life knowing that I helped will many times bring a tear to my eye and remind me of why I am a Financial Planner.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 404-250-0293