Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I've been a financial advisor for over 21 years, joining Merrill Lynch in 2010. I began my career with Morgan Stanley in Atlanta. I'm a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I currently hold the Series 7, 9, 10, 31, 63 & 65 FINRA registrations. I am a graduate of Georgia State University in Atlanta where I earned a bachelor’s degree in education.
I am passionate about serving the children of my community. I serve as a board member and Past Chief Volunteer Officer for the Boys & Girls Clubs of Lanier. For my work with the Boys & Girls Clubs, I was named as a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Under my leadership as Board Chair, the Boys of Girls Clubs of Lanier was named as the top performing board in 2014 for the state of Georgia and the southeastern United States by the Boys & Girls Clubs of America. I served as an advisory board member for Sugar Hill Christian Academy for over 6 years. I played 2 years of college baseball and coached youth baseball for several years. I'm also a graduate of Leadership Hall County
I've been married to my wife, Sandy, for 22 years and we have 3 children: Christian, Nicholas and Carly. When not spending time with family or following baseball, I enjoy golf, fly fishing and cooking.
Georgia State University
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
UHNW Insurance Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.