Industry Expertise (1)
Financial Services
Areas of Expertise (3)
Asset Management
Wealth Management
Financial Planning
Education (3)
Widener University: B.S., Management, Finance 1991
College for Financial Planning: Certified Financial Planner, Financial Planning and Services 1998
American Bankers Association: National Trust School, Trust Administration 1994
Affiliations (3)
- Windward Tennis Club
- Atlanta Estate Plannning Council
- Financial Planning Association
Social