I am an experienced and knowledgeable financial advisor with 19 years of experience working with investors to achieve their financial goals. Everyone's situation and goals are unique, and I provide personalized service when determining the best financial strategy for you and your family.

Whether it is putting your children through college, making sure you have saved enough for retirement, choosing the right life insurance or long-term care, or something else, my primary goal is to help serious, long-term investors develop a strategy. Understanding your level of risk, listening to your concerns and answering your questions are all a part of how we will work together to make the best decisions for you.

I am lucky to work with so many great clients every day. Along with my Senior Branch Office Administrator, Elizabeth Holcombe, we aim for exceptional client service. Elizabeth is always happy to answer questions about your statements, update account information, help with your online accounts and answer any general questions about your account.

Originally from Ohio, I moved to Georgia to work for Delta Airlines. Discovering I had a passion for financial services, I started my practice in Griffin, GA, in 2004 and moved to Conyers, GA in 2011. I am currently an active member of the Rockdale Chamber of Commerce and Rotary Club of Conyers.

I am happily married to my wife of 30 years, Millicent. We are the proud parents of three grown children: Ellie, Luke and Emory. In my free time, I enjoy running, biking and traveling.

I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and let me work with you on your financial future.

Focus areas

  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More