As a financial services professional, I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

 

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

 

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your needs
• Implement your strategy with products and services that help meet your needs.

 

 

In addition to my professional experience, I’m proud to be the Co-Founder of Krystal Anns Comfort Food & Cakes, a veteran-owned restaurant that celebrates Southern cuisine, family recipes, and community connection. This venture reflects my entrepreneurial spirit and dedication to creating meaningful experiences beyond the boardroom.

 

Known for being a seasoned Operations Director with a proven track record in managing complex logistical distribution systems and driving operational efficiency. Backed by twelve years of military leadership in the United States Marine Corps and an active Secret Security Clearance, I always bring forth a mission-focused mindset, adaptability under pressure, and a commitment to excellence in every environment.

Education

Park University

Hobbies

PGA Golf

Affiliations & Memberships

United States Marine Corps Association (Veteran) | Prince Hall Freemasonry | (DAV) Disabled American Veterans

Community Involvement

(DAV) Disabled American Veterans - Lifetime Member