CEO & Founder
I am a native of Savannah, GA and now reside in Columbia, IL so I can watch my two-year-old grandson grow up. I have been married to my wife, Carolyn, for almost 48 years. I have a son, daughter-in-law and my grandson. I am a graduate of the University of Georgia and a retired minister.
My credentials include being a licensed insurance agent, licensed mortgage loan officer and a certified financial counselor. And, I have the life experiences and professional activity to use those credentials to help my clients have a better understanding of their financial lives and how to protect themselves against all the risks that can hurt them.
I see myself first as a financial educator. Most people do not really understand how money works and how most of the financial and governmental institutions are not their friends! Over the years, I have developed a team of trusted advisors that can help any client in any situation take care of their finances and their families. We believe that everyone should have enough faith in their financial plans to get a Second Opinion. And we do that service open, transparently, and at no charge for the initial analysis.
So, if you want to know more about how we can assist you, please reach out to us and let’s have a chat.