With a career spanning 15 years in the financial industry, I am a dedicated and seasoned wealth manager committed to making a profound impact on the lives of those I serve. My journey began during the economic calamities of the late 2000’s, where I transitioned from a background in construction to the world of finance. This period of change not only honed my resilience, but also fueled my passion for guiding individuals through the often challenging world of personal finance.
As a Certified Financial Planner™, I bring a wealth of expertise to the clients I am privileged to serve. What truly drives me is the opportunity to build meaningful and lasting relationships with clients, with the intent to leave a positive mark on their lives that extends far beyond the financial realm. I firmly believe that true wealth is not measured in monetary terms, but in the well-being and fulfillment of those I serve.
I have lived in the metro area for the last 18 years with my wife Tally and our three children, Truss, Scottie Grace and Jace. We are active members of Perimeter Church in Johns Creek, and as a family enjoy spending our time juggling the many activities of our three kids, along with various community involvement. Balancing professional excellence with a rich family life is one of our closely held core values, and shapes the personalized and holistic approach I bring to every client relationship.