- A small business owner since 1982
- A financial professional since 2002
- Serving the Atlanta area and across the U.S.
- Currently holding Series 7, 63, 65 registrations and various insurance designations.
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is our ability to provide clear, easily understood explanations of financial techniques and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.
I'm looking forward to using my skill set to help you pursue your financial goals.