With over 20 years of experience in financial services, I am dedicated to helping individuals meet
their financial needs by developing investment 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.

I have earned a Bachelor of Science degree in Business Administration from the State University
of New York College at Fredonia.

I began my financial services career in 1986 a as a Management Trainee with Fleet Bank of
Rochester, NY (now Bank of America). At the conclusion of that two-year program I was assigned
as a Loaned Executive to the United Way and subsequently went on to become a Branch
Manager and Commercial Loan Officer.

In 1993 I moved to Cleveland Ohio and joined JP Morgan Chase (formerly Bank One, NA) in the
same capacity and I obtained my licenses to offer Mutual Funds and Annuities to clients. In 1999
I left banking and obtained my Series 7 license as a Financial Advisor and Comprehensive
Wealth Manager with UBS Financial (formerly McDonald Investments). I later joined Morgan
Stanley (formerly Smith Barney) in 2005.

In 2010 I moved to Atlanta Georgia and became an Independent Advisor with Wells Fargo
Advisors Financial Network. In 2016 I joined Eudaimonia Partners, LLC as a Registered
Investment Advisor.

I believe strongly in making my community a better place to live and work. While in Cleveland I
was selected as a member of Kaleidoscope Magazine’s 40/40 Club, and recipient of the
Community Champion Award for outstanding service. I graduated from the National Conference
for Community Justice’s Lead Diversity Program, and I served as Chairman of the Board for E
CITY, a non-profit organization and licensee of NFTE that teaches entrepreneurship and life skills
to high school youth.

I was also an active member of the 100 Black Men of Greater Cleveland, Inc. where I served as a
Board Member, Treasurer, Chairman of the Annual Fund-Raising Gala, Chairman of the Economic
Development Committee, Member of the Finance Committee, and Mentor with the 100 Black
Men of Tomorrow. I continue to be an active member of the 100 Black Men of America
organization as a Board Member, Treasurer, and Mentor with The North Metro Atlanta chapter.

I am a member of Hopewell Northeast Missionary Baptist Church in Grayson Georgia, and I am
dedicated to helping people live more meaningfully.

In my spare time, I enjoy golfing, mentoring & promoting financial literacy and entrepreneurship
among youth.

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