Business experience
- Investment Adviser Representative of Commonwealth Financial Network®
- 2003–2009: Financial Consultant, Ameriprise Financial Services, Inc., Alpharetta, Georgia
- 2001–2002: District Manager, Birch Telecom, Duluth, Georgia
- 1999–2001: Senior Account Manager, Online Insight, Atlanta, Georgia
Certifications, designations, and degrees
- BBA, 1990, Marketing, University of Georgia
Personal interests
- Enjoy spending time with family, fly-fishing, fishing, golf, and the outdoors
Specializing in
- Personal financial planning for retirement
- Retirement income strategies
- Wealth preservation strategies
- Tax management strategies investments
- Estate planning strategies
- Protection planning/family security
- Education funding