Born and raised in Perry, Georgia, I graduated from Stratford Academy before earning my degree from Mercer University in Macon. I began my career with MassMutual, where I built a strong foundation in financial services before going on to establish my own firm. With extensive personal and professional experience, I specialize in retirement and estate planning strategies tailored to professionals, business owners, and individuals in both the private and public sectors. My approach is centered on helping clients grow, protect, and efficiently transfer their wealth. I am a long-time member of the International Association of Registered Financial Consultants (RFC) and the National Ethics Association, reflecting my commitment to maintaining high professional and ethical standards.
In addition to my advisory work, I am an active financial education instructor, leading courses at local colleges on topics such as investment planning, retirement strategies, Social Security optimization, estate planning, and tax-efficient wealth management.
I am dedicated to building lasting relationships with my clients, guiding them through both wealth accumulation and preservation. I take pride in delivering clear, straightforward strategies supported by a wide range of financial products, services, and advanced analytical tools.

SSA Max Disclosure:
Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth. FINRA’s BrokerCheck
Not associated with or endorsed by the Social Security Administration or any other government agency.
Retire By Design does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
SSA Max Disclosure after the SSA Disclosure
Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
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