Personal Background

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I appreciate the challenges and personal issues facing individuals seeking someone they can trust to help them make sound financial decisions. With 25 years of experience in the financial services industry, I understand the significance of having a solid relationship with my clients as they transition through all phases of life, up to and beyond retirement.

 

As a graduate of Auburn University, I began my career as a Financial Management Officer in the United States Marine Corps. As a personal financial advisor since 1994, I hold multiple industry licenses with a focus specifically geared towards working with people as they plan for and enter their retirement years. I was attracted to Raymond James primarily because of the firm’s standards and their commitment to ensuring that my clients receive the highest quality service and support.

 

I enjoy supporting local athletes and community sports teams.  My sport hobbies include trail running, hiking, and participating in triathlons and duathlons.