Introducing a seasoned financial professional with a unique background, who joined LPL and Daniel Wealth Management to bring his expertise and experience to the table. He believes that financial organization is a vital aspect of managing the resources that we have, or plan to have, in ways that align with our goals and values. With a professional training and licenses, as well as several decades of work in church ministry, chaplaincy, and teaching at the college level, he provides ongoing financial advice and guidance that is grounded in experience and expertise.
Before joining LPL and Daniel Wealth Management, he worked with AXA Advisors, Scott and Stringfellow, Merrill Lynch and Edward Jones, where he honed his skills and helped families and business owners to understand their options and execute viable plans that aligned with their personal and financial goals.
When he's not in the office, he enjoys spending time with his family, playing golf, fishing, or antiquing with his wife Jane, and serving as the pastor of Bethany Baptist Church. With his diverse background and a passion for financial organization, he is committed to helping clients achieve their financial objectives and live fulfilling lives.