I’m honored to have earned the FFSC designation, the next step in my advising journey for fraternal members who hold both insurance and securities licenses. While licenses allow an advisor to operate, education is what allows an advisor to serve well. The FFSC coursework focuses on: • Principles of retirement planning • Investing retirement assets • Retirement income strategies • The financial planning process Continuing my education is part of my commitment to my clients to better understand their goals, evaluate solutions thoughtfully, and help bring clarity to their financial plan. This designation reflects a simple belief I hold: my responsibility doesn’t stop at being licensed; it continues through lifelong learning for the benefit of the people I serve.

Just wrapped up an incredible experience at the Leaders and Managers Program with Finseca. There’s something powerful about getting in a room with not just other driven professionals but the top 1% who are all committed to learning, growing, and raising the standard. This experience wasn’t just about leadership—it was about sharpening how we serve our clients, support our people, and build something that truly makes an impact. Because the reality is: • 2 out of 3 Americans have never sat down with a financial advisor • 2 out of 3 Americans don’t have a written financial plan • There’s an estimated $4 trillion savings gap in this country That’s not just a statistic, it’s a responsibility. Growth doesn’t happen in isolation. It happens through shared ideas, honest conversations, and a commitment to getting better together so we can better serve others to create “Financial Security for All” Grateful for the relationships built and the perspective gained. #Leadership #Growth #FinancialServices #NextGen #ServeOthers #Finseca

Honored and grateful after the Modern Woodmen Of America Georgia Regional Awards Banquet. I’m incredibly thankful to be recognized as 2025 Financial Representative of the Year and 2025 Life Leader of the Year. These awards and the opportunity to attend the Modern Woodmen Sales Conference in Orlando are reflections of the trust my clients place in me and the support of an outstanding organization. I don’t take that responsibility lightly. Helping families, individuals, and business owners protect what matters most and plan confidently for the future while impacting our local communities throughout Metro-Atlanta is why I do what I do every day. Thank you to my clients, colleagues, and leadership at Modern Woodmen of America for the encouragement, accountability, and shared mission. I’m excited to build on this momentum and keep serving at a high level. Onward to 2026!

Community giveback is more than a value to me—it’s the reason I joined Modern Woodmen. I’m honored to highlight Donnelle and Kim, the heart behind JR’s Heart Saves 💙 👉 https://www.jrsheartsaves.com/ Years ago, I served alongside Donnelle as Coweta County firefighter, he is truly a pillar of our community, Steady, selfless, and driven by a heart of gold. Alongside him is his wife, Kim, who brings that same passion, strength, and unwavering dedication to children and their well-being. Together, they’ve taken personal tragedy and transformed it into purpose, turning pain into progress and leading with love to protect those who need it most. 📅 Join us on April 11, 2026 as JR’s Heart Saves raises funds and awareness to help lead the way in putting a stop to child abuse. This is community impact in action and I’m proud to stand with people who choose to give back, serve, and make a difference. Click the link to join: https://www.jrsheartsaves.com/event-details/courts-of-courage-basketball-tournament If you believe in supporting local heroes and protecting our children, I encourage you to get involved. #CommunityStrong #ModernWoodmen #GiveBack #LocalImpact #JRsHeartSaves #CowetaCounty #ChildAdvocacy #PurposeDriven