Financial Advisor
I am a seasoned professional with over 25 years in the financial arena and an active member in the community where I live and work. I stay involved with organizations such as the Gwinnett County Schools Mentoring Program, St. Jude Children's Hospital, the UNCF and various ministries within the church we attend. I am an avid book lover, music connoisseur, movie buff and fan of almost all sports.
Our Edward Jones Investments practice provides tailored solutions through an established process to help each of our clients reach their financial and investment goals. Whether it is a retirement plan for a small business owner; assisting with preparing for the unexpected, such as life insurance and long-term care; or consolidating your retirement plans, my team delivers upper-echelon service, utilizing state of the art tools and resources with a personal touch. We place a premium on building strong, long-lasting relationships with all of our clients. We focus on retirement planning and wealth strategies. I currently run a thriving business with assets under care (AUC) north of $50 million dollars and rising.
I am a native of South Carolina and am a die-hard South Carolina Gamecock fan, where I attended undergrad. I attended Johnson C. Smith University in Charlotte, NC as well, where I completed my formal education. I hold the Series 7 and Series 66 registrations, as well as life, disability and long-term care insurance licenses. I am a family man and have three amazing adult daughters that I am extremely proud of. My wife, Donnine, and I have been married for 23 years, and in 2020 were blessed with our first two grandchildren.
We are inspired and rewarded by playing a major role in our clients' many financial success stories.