Our Leadership

“Know what sparks the light in you, then use that light to illuminate the world!”


Advisory Board Member

I have 27 years of experience providing investment management and advisory services to high-net-worth families, foundations, businesses and not for profits and was named to the 2017 Financial Times 400 Top Financial Advisors.

My direct, real-life experience as an entrepreneur, board member, real estate investor, corporate and investment banker, and financial planner, provides me with a unique knowledge of and perspective on how to properly hold and structure investments while focusing on asset protection and tax implications. I am well qualified to understand and incorporate the risk, return, and correlation of outside business and real estate interests into a properly diversified investment portfolio. While Truist Advisors do not provide tax advice, I assist clients by developing portfolios to manage investments, while minimizing taxes and planning for future distributions.

I joined the Corporate Banking department of SunTrust Bank now Truist in 1994 before moving on to the Corporate & Investment Banking group, where I provided such financing and investment banking services as public debt and equity capital funding for corporations. In 2000, I transitioned to SunTrust (now Truist), providing wealth management, investment management, and advisory services to families, individuals and businesses. In 2010, I became a member of the SunTrust (now Truist) Foundation & Endowment Specialty Practice, bringing experience in assisting not-for-profit organizations by providing investment management, and planned giving services.

Make A Donation

Help Support Our Mission

Please click on the Donate button here on our website to review the donation information and make your contribution today. Your generosity helps us achieve our mission and reach more kids! You are also welcome to text 435-06 to THINKBIG to donate now.

We also have corporate sponsorship opportunities and high-level donor programs to become a Strategic Partner of Think Big. Please email info@thinkbigforkids.org directly for more information. Thanks for your Support!