Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, Risk Management Strategies, Charitable Giving
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Ivan takes a process-oriented consultative role in determining which recommendations are suitable for the client based on their goals and objectives. The client's best interest is all he's interested in.
A 1979 graduate of Furman University, Ivan moved back to Tifton in 1987 after 8 years specializing in Employee Benefits.
Ivan is in business with his brother, Dean; and together they have over 70 years of experience.
He is married to Linda, a teacher at Omega Elementary School; and they have two daughters, Kathleen, 25 and Anna Lee, 22.
B.A., Philosophy, Furman University, 1979
Abraham Baldwin College, 1976
Tift County High School, 1974
Affiliations & Memberships
St. Anne's Episcopal Church, Tifton, Georgia
Chair, St. Anne's Foundation
Rotary Club of Tifton, Georgia, Sergeant at Arms
Paul Harris Fellow
Check the background of this investment professional on FINRA’s BrokerCheck
P O Box 166, 215 Central Avenue, North
Tifton, GA 31793-0166