Personal
I have resided in the Atlanta community since 1970. Both of my children were born and raised in this town. My daughter, Nancy, is married to Dave, residing in Atlanta and staying at home with one daughter, Caroline. My son currently resides in McLean, Virginia, employed with a non-profit. I am married to Martha and we reside in the Virginia-Highlands area of Atlanta. Her daughter, Pam, is married to a Dave also, and they reside in Woodstock, Ga with their two children, Dylan and Sophia
I enjoy golf, collectible cars, and spending time with our family at our lake house in the Western North Carolina Mountains (Nantahala National Forest)
Professional
I am proud of my service to both my clients and my industry, but even more proud to represent this quality company, its people and all that it stands for as one of the few mutual insurers in America.
ASSOCIATIONS AND MEMBERSHIPS
- Board of Directors of National Association of Insurance and Financial Advisors
- Member of Association for Advanced Life Underwriting
- Member of Society of Financial Service Professionals
Education
Hampden (Sydney College) - Economics & Political Science (Bachelor of Arts)
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.
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
