My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I am licensed to sell insurance in Georgia.
I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3720 Davinci Ct. Suite 150, Peachtree Corners, GA 30092 and (404) 255-0118.
University of North Carolina Asheville (2013-2016)
Western Carolina University (2016-2017)
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
- Insurance Strategies
- Investment Strategies
- Retirement Strategies
- Risk Management Strategies
- Group Benefits
- College Funding Strategies
- Charitable Giving
- Financial Education
- Business Owners
- Business Succession Planning
- Retirement Income Planning
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Jacob’s Licenses and Disclosures