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. |