Personal Information
Organization / Workplace
Greater Atlanta Area United States
Occupation
Wealth Advisor
Industry
Finance / Banking / Insurance
About
Born and raised in Atlanta, Georgia, with parents and extended family from the Savannah area, I am rooted as a Georgia native. I am dedicated to improving lives through effective wealth management and hold Series 7 and 66 registrations with LPL Financial as well as Life, Accident and Sickness, and Variable Insurance licenses.
I am proud to have served my country in the United States Navy where I learned that the fastest way is not always the best way - a lesson that I apply to investing strategies. Ten years in Guest Services with the Ritz Carlton Hotel Company instilled in me exceptional customer service skills, giving my clients a sense of ease at every encounter.
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