Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
A native of Tifton, GA, I graduated from the Georgia Institute of Technology in 1969. After serving in the U.S. Army at Fort Knox, KY from 1970 to 1972, I came into the Insurance and Financial Services business. In 1985, I earned the Charter Life Underwriter (CLU) designation and in 1986 became the first financial services professional in Tifton to earn the Chartered Financial Consultant (ChFC) designation as well. Continuing in our family tradition of professionalism, in 2004, I became Tifton's first professional Certified in Long Term Care (CLTC). My brother, David, Tifton's first Certified Funds Specialist, and I are in business together. We are both active in Tifton-Tift County Chamber of Commerce and Tifton Rotary Club. We and our families are active in our respective churches where we both enjoy the Adult Choir.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies