Being a financial advisor has allowed me to build lifelong relationships. I plan to continue to make a positive impact for another 40 years in my career which will allow me to have a meaningful impact in my client's lives and their family's lives.

I believe it’s important to invest my time to understand what goals you’re working toward. This allows me to create a custom-tailored strategy to help you create, maintain and transfer your wealth. I have clients and am registered in multiple states. With technology today, we are still easily able to stay connected.

During our time together, we determine how often we need to stay in touch, whether it is annually, quarterly, or, like some clients, multiple times a month. I am always here to listen to my clients.

I find that the clients I work best with are:
- Individuals who have multiple complex goals like planning for retirement, strategies for continuing income in retirement and creating a legacy
- Successful business owners and high net worth individuals needing tax-efficient investment strategies
- Businesses and HR professionals who need a financial advisor to be present and to continually help educate, consult and analyze their 401(k) plan each year from costs to investment lineups.

I was born and raised in Rome and graduated with my MBA from Shorter University and my undergraduate business degree from Kennesaw State University. I love Rome. Often times, you will see Jenna and me in a grocery store, shopping or at a local restaurant. We will more than likely have our two beautiful girls with us, Luci (2) and Lauren (1). When I am not spending time with my family, I enjoy running and being active.

To start a conversation, email me at [email protected]. For a consultation, contact my office and Diane will schedule for us to spend some time together.

My Personal Interests

  • Baseball
  • Personal Fitness
  • Real Estate
  • Spending Time with Family

Office Information

Office Address

200 E 11th St S E Rome, GA 30161

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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