After a very fulfilling career in Financial Services, I am fully retired as of April.

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I helped clients build and retain wealth and plan for the future. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Columbus Capital is not a registered broker/dealer and is independent of Raymond James Financial Services.

Having spent my entire career in the financial services industry, and working through the entirety of the worst recession in the past 70+ years of American history, I have chosen to spend time pursuing educational opportunities which will lead to new and different challenges and opportunities. I am allowing myself a period of sabbatical.

As the Private Banking Relationship Manager, I developed, managed and retained relationships with high net worth clients providing personalized advice and high level, customized service. I worked with complex lending situations and recommended creative, individualized credit structures and solutions for sophisticated clients. I supported standards for managing the credit portfolio in a manner ensuring compliance with banking regulations, bank policies and procedures, credit quality and credit policy requirements. I utilized my broad base of banking experience to solicit, develop, and retain client relationships within The Private Client Reserve, and also to other lines of business within the bank.