About me

I am thrilled to offer my financial planning services to families and small business owners. Having grown up in Jasper, GA, I have a deep appreciation for community values and understand the unique financial needs and aspirations that come with them.

My mission is to provide personalized financial solutions that empower individuals and businesses to achieve their financial goals and secure their futures. I specialize in comprehensive financial planning, tax-efficient strategies, business planning, retirement planning, risk management, and estate planning. My approach is rooted in understanding your unique story and providing the knowledge and tools needed for your financial success.

I am passionate about helping you navigate the complexities of financial planning with tailored strategies that are right for you. Whether you are planning for retirement, looking to grow your business, or seeking ways to protect your assets, I am here to guide you every step of the way. I am committed to serving you with integrity, professionalism, and a genuine desire to see you thrive.

Thank you for visiting my page. I invite you to explore the resources available here and reach out with any questions. Together, we can build a brighter financial future.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline