About Me

Bringing nearly 35 years of investment industry experience, I specialize in providing comprehensive wealth management and investment planning strategies to a select group of individuals. In addition, I utilize Stifel’s high-caliber resources within institutional markets to work closely with defined contribution and defined benefit plans, foundations, endowments, and trusts. Having attained and maintained the CERTIFIED FINANCIAL PLANNER® certification, I have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.

I joined Stifel in 2018 after working for Raymond James for 12 years. Prior to Raymond James, I worked at several well-respected firms, including Laventhol & Horwath, CPA, Lehman Brothers, Deutsche Bank Alex. Brown, LLC, and Alexander Key, a division of SunTrust Bank.    

I am an Atlanta native and am married with four children.  

Stifel and its associates do not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.