I am one of the lucky ones that found a purpose in my career. My purpose is to help people realize their financial goals and dreams by walking alongside them through that process. Our goal is to take the stress out of finances, so you can start enjoying what matters with the knowledge you are on the right path.

Our process starts by understanding who you are and what you are wanting in your life, because we know that no two people are the same. We all have different lives and want different things for ourselves and those around us.

Along with my branch office administrators, Patti Jenkins and Deborah Twitty, I strive to be transparent and simple when working together.

I am married to my amazing spouse, Katie, and we love our two beautiful girls, Hallie and Annie.

I'm a family man that loves to spend time outside and play any type of sport.

Personal relationships are what I believe makes for a great business relationship. We would love to meet you and see where we can help.

Focus areas

  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Sports Enthusiast
  • Golfing
  • Fishing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:30PM
Tue 08:30AM - 06:30PM
Wed 08:30AM - 06:30PM
Thu 08:30AM - 06:30PM
Fri 08:30AM - 06:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Request an Appointment

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