I've spent my entire career in Valdosta, the same community where I grew up and went to school. After graduating from Valdosta State University with degrees in finance and economics, I knew I wanted to stay here and build something that would make a real difference for people in my hometown and the surrounding area.
My Background
I've been working as a financial advisor for 18 years, and what drew me to this work was simple: I saw how many people felt overwhelmed or uncertain about their financial decisions, and I wanted to help. I hold my Series 7 and Series 66 licenses and am insurance licensed all through LPL, which allows me to provide comprehensive guidance across different areas of your financial life. Over nearly two decades, I've worked with clients from all walks of life, and what I've learned is that everyone's situation is unique.
How I Work With My Clients
There's no one-size-fits-all approach to financial planning. My job is to listen, understand what matters to you, and help you figure out the best path forward. I focus on education and guidance, making sure you understand your options and feel confident about the decisions you're making. More than the credentials, what I bring to the table is a genuine commitment to your success. I want you to feel like you have someone in your corner who cares about helping you reach your goals.
Outside the Office
My life revolves around my daughter, Breckley, and our dog, Rolly. We're a close-knit family, and I cherish the time we spend together with friends and loved ones. I'm also a huge Georgia Bulldogs fan, so if you ever want to talk football, I'm always up for that conversation.
Working with me means working with someone who knows this area, understands the people here, and is invested in helping you build a future that reflects what you want for yourself and your family. I'm here to guide you, answer your questions, and make this whole process as straightforward and supportive as possible.