Specialties
About Me
As a financial planner, the most inspirational moments are when my clients know everything will be OK.
I’m proud that I’m able to help them find that confidence through planning, and I’m always most happy serving others. I enjoy what I do so much; it doesn’t feel like work. But I have lots of other interests, including spending time with my grandkids here in Georgia, playing video games, listening to audiobooks, and rooting for Miami sports teams.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CRPC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Important Information About the Chartered Retirement Planning Counselor™, CRPC™ Designation: The CRPC™ program is issued by the College for Financial Planning and focuses on a course of study encompassing pre- and post-retirement needs and issues related to asset management and estate planning. Although the CRPC™ program requires no prerequisites, Candidates must complete a final designation exam that is online, closed-book and proctored. Additionally, Candidates must complete 16 hours of continuing education every two years.