Qualifications

I strive for patience, vision, and leadership. What this means is I engage clients in deep conversations about the intentions for their life and align those with a plan of action. I belive the real benefit an investment plan brings to you is the confidence, clarity, and peace of mind knowing you have a strategy that can bring you closer to your personal, family, and financial goals.

Professional Services

  • Investment Management

  • Retirement Planning Strategies

  • Estate Growth and Conservation Strategies

  • Life Insurance, Disability Insurance and Long-Term Care Protection

  • College Funding Strategies

  • Business Owner Financial Strategies

  • 401(k) Plans

  • Company Group Benefit Plans 

Professional Qualifications

  • FINRA Series 6

  • FINRA Series 63

  • Life/Health Insurance License

  • Long Term Care Insurance License

  • JHFN Achieving Client Excellence Qualifier*

  • More than 20 Years of Experience in the Financial Strategies Field

Personal

  • Born in Sherman, Texas

  • Currently resides in Greer, SC

  • Began Career with John Hancock in 1998

  • Graduate of Lander University – Business Administration, Finance and Economics

  • Member of Alpha Tau Omega Fraternity

  • Graduate Leadership Greer Class XXI

  • Member of Palmetto Society for United Way

  • Greer Lions Club Member

  • Member of Greer First Presbyterian Church

  • ACE - Jamaica Mission Volunteer

  • Married, wife – Adawn; son - Walker; daughter - Reilly

 

*ACHIEVING CLIENT EXCELLENCE
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.