I am blessed to be married to my best friend and childhood sweetheart, Beth. We’re raising our three children at the foot of Lookout Mountain, Georgia- a place that fosters strong church and community ties and allows me to serve clients across the region.
My professional journey began where I was raised, just outside the Metro Atlanta area. Pursuing my passion for technology and manufacturing, I soon had opportunities to serve in varying roles including customer service, sales, quality, purchasing, and engineering, where I learned the value of cross-disciplinary communication.
Building on these experiences, I was able to realize my calling into the field of finance. I discovered there is a need for coordinating the efforts of multiple professions, including accounting and legal, to achieve the best outcomes for my clients. These skills help me to navigate the more complex events surrounding tax, estate and legacy strategies, along with the integration of private business concerns for their owners.
To better serve clients, I earned the CFP® and CEPA® designations. With over 15 years of experience in financial services, I’m equipped to advise on household, estate, and business planning.
My Christian faith and duty to my clients inspire me to serve families and business owners with integrity as they navigate decisions influencing their livelihood and resources. It is my mission to guide clients through estate and business transitions, honoring legacy and stewardship. I look forward to helping build an enduring impact for future generations.
