Qualifications

Clients choose to work with me because of my patience, vision, and leadership.
What this means is that we engage in a deep conversation about the intentions for your life and align those with a plan of action. I belive the real benefit 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
  • Life/Health Insurance License
  • Long Term Care Insurance License
  • JHFN Achieving Client Excellence Qualifier
  • More than 17 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