How I arrived at Sweetgum Labs
The perspective I’ve accumulated through my 27 year career at wirehouses, banks and as an independent advisor has given me the tools to truly understand the complexities that individuals and small businesses encounter. SGL’s, client first, credo aligns with my personal philosophy of understanding before providing recommendations.

Favorite Part of the Job
Building long term relationships based on trust and integrity- while getting to know the full financial picture of each client on an individual basis.

When I am not working
You will find me watching my daughter playing softball, or coaching one of my son's baseball games. Those days when I'm not on the fields, I'm usually searching for my golf ball in the trees and fairways.

Contact me
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