SMR - Key Persons
Job Titles:
- Financial Advisor
- Registered Representative
I believe that everyone should be able to live their life being confident that they are making smart decisions with their wealth. I also believe that having a structured process for making those decision allows people to spend less time thinking and stressing about them and focus more time and energy on the things they enjoy.
Job Titles:
- Registered Representative
If you're not sure when to enroll, are concerned about the penalties for late enrollment, or just want to get a handle on costs, I'm here to help.
I am a retired Lt. Colonel with 22 years of service in the U.S. Air Force. I obtained my Bachelors Degree (BBA) from the University of Georgia in 1972 and a Masters of Business Administration (MBA) Degree in Business from the University of Wyoming in 1976.
I am a graduate of Squadron Officers School, Air Command and Staff College, Marine Corps Command and Staff College, and the Air University.
I learned pretty early on how some of the small financial decisions I made when I was just out of college would impact me later on. But it wasn't until I started really immersing myself in Dave Ramsey's teachings that I understood how valuable his disciplined, commonsense approach was.
Dave's philosophies are designed to help clients achieve financial freedom by utilizing a practical, debt-free approach to help gain control over their finances and build wealth. I believe his philosophies have a real impact on my clients' lives.
Working with both people at the height of their careers and those winding down approaching retirement, I've learned that each stage of life has unique challenge to face. I have adapted my practice to face these challenges and accommodate my clients individualized needs.
My team and I develop customized plans to help each client pursue their goals. These plans incorporate paying off debt, saving for retirement, creating tax efficient strategies, and reviewing and managing stock options. With the knowledge that raising a family, paying for college, and focusing on a career is overwhelming, we help design comprehensive financial plans that are result-driven, not product driven. We want you to have options when it comes to your finances, not requirements.
Job Titles:
- Registered Sales Assistant
With 25 years' experience as a Financial Advisor, I now lead a large team of Financial Advisors and Support Staff. Our mission is to help you achieve and maintain your personal financial independence by careful planning, innovative portfolio management and vigilant oversight. We provide Financial Planning and advise to thousands of clients around the country. Our process driven practice allows us to work with clients that need help with retirement planning, Social Security and Medicare planning, insurance planning and investment management.