Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I graduated from Georgia Tech with a Bachelor’s degree in Civil Engineering and Masters of Science in Environmental Engineering. I also completed extensive post-graduate work in Real Estate Finance at Georgia State University. I have been in the insurance industry since 1984 and in my spare time I enjoy P90X and Insanity fitness-training, sporting clays, cycling and kayaking are some of the things I enjoy for fitness and recreation. I currently serve as a chapter president of BNI (Business Network International). My 2017 civic activities include serving my second term as President of the 82st Annual Savannah Tour of Homes and Gardens, as well as being an active member of the Vestry and several music ministries at my church, along with serving as coordinator of Eucharistic Ministers. I am honored to have been awarded the coveted Eagle Scout Badge. I reside in Savannah GA and have three adult sons.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies