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Phone Number

(912) 819-2132

About Me

Qualifications 

  • Bachelor of Business Administration in Accounting 
  • Financial Advisor since 1999
  • Chartered Advisor in Senior Living, CASL®
  • Chartered Financial Consultant, ChFC®
  • Registered Employee Benefirts Consultant, REBC®
  • Licensed to sell Life & Health and Property & Casualty Insurance
  • Registered to offer securities products
  • 13 time President's Club Qualifier 
  • Series 7, 6, 65, and 63 securities registrations 

Products and Services 

  • Stocks, Bonds, and Mutual Funds
  • Wealth Management Services
  • Managed Accounts
  • Annuities, Fixed and Variable 
  • Charitable Giving Strategies 
  • Disability Income Insurance 
  • Estate Conservations Strategies 
  • IRA Consolidation/ Rollovers
  • Long-Term Care Insurance 
  • Mortgage Protection (through life insurance and disability income insurance) 
  • Medicare Supplement Coverage 
  • Pension Payout Alternatives, Transfers, Rollovers
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance