Atlanta, GA
Making financial decisions that affect your long-term goals can be a daunting task. I have helped my clients for well over a decade prepare for milestones in life like transitioning into retirement, sending kids to college, or buying a second home. With our comprehensive planning approach and team of specialists, we help take the anxiety out of making important financial decisions through analysis and modeling, so our clients can feel confident reaching those goals. I promise you a level of attention, insight, and capability to design a plan that is specific to your personal situation.
My loving and supportive wife Breanne and I live in Woodstock, GA (Atlanta Suburb) where we spend most of our free time with our 3 young kids. We love coaching and supporting them in all their activities from baseball, dance, karate, and even potty-training! I have 2 older kids whom I am very proud to have graduated college, begun successful careers, and are embarking on their own financial journey. We attend Hillside Methodist Church, are active in our kid’s elementary school and enjoy being a part of our local community. I graduated from Valdosta State University where is studied Finance and Accounting.
My team and I look forward to meeting with each of our clients to discover their specific needs, goals, and passions. I place a great amount of pride in my ability to educate clients throughout our process, allowing them to be confident in our actions as we work towards implementing a tailor-made plan. Basketball coach, Vinny Del Negro once said, “a wish without a plan is just a wish” and I am looking forward to helping build that plan with you.