6031 Shallowford Road,
Making a positive impact on people's lives.
Chief Managing Member
With over four decades devoted to the financial services industry, my journey began in 1976 with the goal to make a positive impact on people's lives. Throughout my career, I've embraced continuous learning and professional growth. I proudly hold the esteemed CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards in Washington, DC. Additionally, I've earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College in Bryn Mawr, PA.
My dedication has been recognized through prestigious affiliations. I'm an Accredited Tax Advisor® (ATA®) by the Accreditation Council for Accountancy and Taxation in Alexandria, VA, and an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils in Cleveland, OH. I also carry the designation of a Certified Kingdom Advisor™ (CKA®) granted by Kingdom Advisors, Inc., Atlanta, GA. Currently, I serve as a Registered Principal* of American Portfolios Financial Services, Inc. (APFS) in Holbrook, NY. Additionally, I'm an Investment Adviser Representative and Supervisor for American Portfolios Advisors, Inc., an SEC Registered Investment Adviser.
I have an active participation in industry associations is a vital part of my journey. I'm a member of respected organizations like the Financial Planning Association (FPA), the National Society of Accountants (NSA), and more. My expertise has extended beyond as a consultant and advisory board member for firms such as Southmark Financial Services, Inc., FSC Securities Corporation, and American Portfolios Financial Services, Inc.
I've also been privileged to serve on various boards. From the Board of Directors of the Estate Planning Council of Chattanooga (EPCC) to leadership roles in The Society of Financial Service Professionals (SFSP) and Chattanooga Resource Foundation (Chattanooga Matters), I've contributed my insights to the community.
Writing, educating, and speaking on financial matters have been ways for me to share my expertise. I've instructed classes, hosted radio programs, and been recognized as a 5 Star Ranked Advisor by Paladin Registry.
Outside of my professional endeavors, family holds a special place. My wife, Renee', and I cherish time spent with our children, grandchildren, and great-grandchildren. I indulge in classic muscle cars and find joy in ballroom dancing, a shared passion with Renee'.
My life's journey is a blend of financial dedication, family values, philanthropy, and personal pursuits. It's a privilege to make a positive impact both professionally and personally. Thank you for joining me on this journey.