As a financial advisor with over 24 years of experience, I believe you need someone who understands what matters to you today and in the future when planning and working towards your long-term financial goals. My principal goal is to partner and mentor one-on-one with clients across the country to help determine the most appropriate tailored financial strategy for them and their families.

Prior to joining Edward Jones, I developed a diversified financial services career as a financial advisor. I held several senior corporate leadership roles managing high performing teams and multi-billion-dollar business units at E*TRADE Financial for over 13 years - working directly with financial institutions and corporate executives in equity and executive compensation, wealth management, retirement and cash management.

On a personal note, originally from New York, my wife, Dawn, and I relocated to Atlanta, GA in 2005, along with our three amazing children. My career in the financial industry dates to age 14 when I joined the S.A.B.A., a summer program at my high school in Long Island, NY, which afforded African American students the opportunity to work at Fortune 500 companies. I was fortunate to continue at J.P. Morgan Chase throughout high school and college for my studies in engineering. That experience uncovered a silent disparity surrounding financial illiteracy and the need for financial education in underserved communities, which further inspired my path into financial services.

At my Edward Jones branch, we believe that relationships are key, and you can expect an extraordinary client experience as we partner together throughout your life to keep you on track.

Now more than ever, I want to meet clients on their terms. We help clients in the office if they prefer to meet in person or virtually via web conference if they have busy schedules or live out of town. It all begins with a conversation, so contact my office or request an appointment today to get started.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Photography
  • Architecture
  • Movies & Entertainment

Office Information

Office Address

255 Village Pkwy NE Suite 130 Marietta, GA 30067

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

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