I began my career with UBS Financial Services in 1993.  Through the years I have guided my clients through good times as well as some of the most tumultuous periods in stock market history.  My primary focus is on comprehensive financial planning and investment management.  This includes education funding strategies, retirement planning and estate planning, as well as strategies for businesses and business retirement plans.  With client portfolio management I place a strong emphasis on the importance of asset allocation and diversification.  Attention to detail and a service-driven approach is the cornerstone of my business.

My wife Debbie and I live in Atlanta, Georgia with our three boys.  

• Pacesetter Member, UBS Financial Services Inc., 1994 - 2014

• B.A. Finance, Emory University

• Series 31, Managed Futures Representative
• Series 63, Uniform Securities State Agent
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Series 7, General Securities Representative

• All3Sports
• USAT (USA Triathlon)
• Chattahoochee Foundation

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WY