With over 33 years of experience in financial services, I am dedicated to helping individuals address their financial needs by developing plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals. Backed by the vast resources of Ackerman Financial Group and LPL Financial, I am fully invested in my clients.
I was a Finance major at the University of Memphis, and I have earned a Ph.D. degree in Religious Studies from Trinity College.