I've been a financial advisor for over 26 years, joining Merrill Lynch Wealth Management in 2010. I began my career with Morgan Stanley in Atlanta. I'm a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I'm a Certified Private Wealth Advisor® (CPWA®) certificant, a designation awarded by the Investments & Wealth Institute®. I was named to the Forbes "Best-in-State Wealth Advisors" list for Georgia, 2022, 2023 & 2024 (Published annually Jan- April. Rankings based on data as of June 30 of prior year.). I currently hold the Series 7, 9, 10, 31, 63 & 65 FINRA registrations. I am a graduate of Georgia State University in Atlanta where I earned a bachelor’s degree in education. My CPWA® education component was completed through the Yale School of Management's Wealth Management Theory & Practice Executive Education program.I am passionate about serving the children of my community. I serve as a board member and Past Chief Volunteer Officer for the Boys & Girls Clubs of Lanier. For my work with the Boys & Girls Clubs, I was named as a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Under my leadership as Board Chair, the Boys of Girls Clubs of Lanier was named as the top performing board in 2014 for the state of Georgia and the southeastern United States by the Boys & Girls Clubs of America. I served as a board member and officer of the Boys & Girls Clubs Alliance of Georgia. I served as an advisory board member for Sugar Hill Christian Academy for over 6 years. I played 2 years of college baseball and coached youth baseball for several years. I'm also a graduate of Leadership Hall County.I've been married to my wife, Sandy, for 28 years and we have 3 children: Christian, Nicholas and Carly. When not spending time with family or following baseball, I enjoy golf, fly fishing and cooking.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
