I have helped clients manage their wealth for over 18 years. I joined UBS in 2009 after 12 years at Morgan Stanley.

With my clients, I emphasize Total Wealth Management by managing all financial needs and goals for each client using a specific and detailed plan based on their individual situation. My practice works with individuals, corporations, institutions, and foundations as well as a concentration in managing estates.

I graduated from the University of Georgia and Terry College of Business and am registered with FINRA, AMEX, CBOE, The National Futures Association, NASDAQ, NYSE, Philadelphia Exchange, and ARCA. I hold the Series 7, 31, 63, 65, and 66 securities licenses as well as licenses for life and health insurance.

I currently reside in Atlanta with my wife and four children.

• Wealth Advisor, UBS Financial Services Inc.
• President's Club Level Award, UBS Financial Services Inc.

• University of Georgia
• Morgan Stanley Wealth Advisor Certification
• UBS Strategic Wealth Advisor

• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Series 31, Managed Futures Representative
• State of Georgia, Life and Health Insurance Licensed
• Series 7, General Securities Representative

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, NC, NE, NJ, NY, OH, OK, OR, SC, TN, TX, VA, WV