Professional
We help deliver financial security to our clients through personal financial planning.
By applying our Planning Philosophy and the Pillars of Financial Planning, we engage every client in a consistent process to help ensure successful outcomes for their financial goals and objectives.
At the core of our planning process is our commitment to do what is right for our clients by providing objective advice, insite and guidance to become financially secure.
Years of Experience
Representing Northwestern Mutual since 1989.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Psychology | University of Georgia |
Awards and Recognition
Million Dollar Round Table Qualifying Member 1999-2000, 2007, 2009, 2011-2013, 2015-2016
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2017
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1992-2004, 2006-2010
Award recognizing persistency and performance
National Sales Achievement Award 1997-1998
Award recognizing performance