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
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Structured Credit Executive
UHNW Insurance Specialist
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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.
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