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