Emoney Advisor Advisory Board
Board Member
Jekyll Island Foundation
Board Member
Jacobs Coolidge and Company
Founding Partner and Certified Financial Plannerâ
Financial Design Associates
Senior Planner
Massmutual Financial Group
Advisor
Education:
The University of Georgia 1981 - 1985
Bachelors, Bachelor of Arts, Economics
University of Georgia - Franklin College of Arts and Sciences 1981 - 1985
Bachelors, Economics
College of Coastal Georgia 1980 - 1981
Skills:
Retirement Planning Estate Planning Financial Planning Investments Insurance Retirement Succession Planning Asset Allocation Risk Management Wealth Management Long Term Care 401K Annuities Asset Management Disability Insurance Executive Compensation Ira's Insurance Planning Investment Strategies Deferred Compensation Etfs Retirement Income Strategies Financial Advice Iras Strategic Financial Planning Financial Planners Small Business Wealth Financial Advisory Securities Financial Services High Net Worth Individuals Investment Advisory Financial Goals Series 7 Certified Financial Planner Wealth Accumulation Long Term Care Insurance Life Insurance 401K Rollovers Retirement Plan Consulting Wealth Management Services Pensions Alternative Investments Mutual Funds Finance Series 63 Series 65 Investment Management Strategic Planning