As a Financial Advisor and Co-Owner at Southern Point Investment Partners, my primary responsibility revolves around advising clients based on their unique financial needs, helping them navigate the complexities of the financial world. With over 37 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role.
Before joining Southern Point Investment Partners, I had the privilege of working at Wells Fargo Advisors, where I honed my skills and gained valuable experience. My journey in finance began after attending Georgia Southern College, where I laid the foundation for my successful career. I firmly believe that the greatest value I can provide for my clients is my depth of experience and extensive knowledge of the products available to them. Drawing from my years of experience, I strive to offer guidance and advice that is both comprehensive and tailored to their individual needs.
What motivates me every day is the opportunity to make a positive impact on my clients' lives by helping them achieve their financial goals. Each client comes with a unique story and set of experiences, and I find great joy in working with them to create tailored financial plans that align with their aspirations. The aspect of my job that I cherish the most is the opportunity to build meaningful relationships with my clients. Hearing their stories, understanding their dreams, and witnessing their financial success is incredibly rewarding. It is a privilege to be entrusted with their financial well-being.
Originally from Morven, Georgia, I currently reside in Valdosta, Georgia. It brings me great joy to work alongside two of my sons at Southern Point Investment Partners, as we share a common vision for helping our clients achieve financial success. In my free time, I find solace at our lake house, where I can unwind and recharge amidst the tranquility of nature. Additionally, I am an active member of the Valdosta Rotary Club, where I have the privilege of serving and giving back to my community.