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General Info

With 18 years of military and civilian police experience, including service in the U.S. Army's 82nd Airborne Division and roles in SWAT, Narcotics, and Special Security Operations, I bring discipline and focus to my work. Transitioning to financial services, I’ve held management roles with SunTrust Bank, where in 1995 I helped launch and build out the In-Store Banking Division in Publix Supermarkets in Atlanta. I also practiced several years as an estate and financial planner working with 8 to 15 families a week. Since 2005, I’ve been self-employed, specializing in safe money strategies to protect and grow retirement savings. I’m passionate about ensuring my clients never lose their hard-earned money while maximizing growth and achieving tax-free guaranteed income for life. My expertise includes retirement planning for educators, government employees, families, and business owners, focusing on creating secure, safe, and guaranteed financial futures. My goal is to help clients achieve financial freedom, eliminate debt, and create wealth through strategies like fixed-index annuities, cash-value life insurance, Roth IRAs, and other tax-free income planning. You can pay off your mortgage and debt in under seven years while building a tax-free retirement plan tailored to your needs. Located in Opelika, Alabama, I’m dedicated to helping YOU achieve a don't worry be happy retirement. Let’s change your financial future in ways you can only imagine!

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 470-994-4111

Address:
2810 Tara Court Opelika, AL 36804
Email:

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Categories
Investment Advisory Service, Insurance Consultants & Analysts
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