Business experience
- Investment Adviser Representative of Commonwealth Financial Network®
- 2000–2008: Financial Consultant, Ameriprise Financial Services, Inc., Alpharetta, Georgia
- 1989–2000: Consultant, Health Care, specializing in orthopedics, Atlanta, Georgia
Certifications, designations, and degrees
- CERTIFIED FINANCIAL PLANNER® practitioner
- Accredited Investment Fiduciary®
- BS, 1985, Finance, University of South Carolina, Columbia, South Carolina
- BS, 1985, Management, University of South Carolina, Columbia, South Carolina
Personal interests
- Enjoys outdoor activities, including golf, bike riding, and scuba diving
Community service
- Dunwoody Methodist Church, member, Dunwoody, Georgia
- Atlanta Athletic Club, member, Duluth, Georgia
- University of South Carolina Association of Baseball Letterman, member, Columbia, South Carolina
Areas of focus
- Personal financial planning for retirement income strategies
- Investments
- Estate planning
- Charitable giving techniques