Dedicated to Helping Clients
Create Their Financial Futures
For Over 30 Years

Proudly providing individuals and business owners with
asset accumulation, protection and distribution solutions

Our Team

We are here to help you prepare for the
future and meet your financial goals.

About Us

Our Community

A big part of our firm is about giving
back to our community.

Our Community

our process

We use an integrated process to help
our clients reach their goals.

Our Process

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We have been helping the LaGrange
community for over 35 years.

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Forbes 2022 Best-in-State Financial Security Professional

I’m honored to be a part of the 2022 Forbes Top Financial Security Professionals for Georgia. I became a New York Life financial professional to help people protect their families and prepare for the future. To be recognized by Forbes validates all the work that I do to help my clients reach their financial goals.

Data provided by SHOOK® Research, LLC. Data as of 12/31/21.
Source: (July, 2022).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.