Thanks for visiting! I’ve spent a decade working as a financial advisor at a large firm before deciding to go independent. Ultimately I wanted to provide normal everyday investors access to investment and retirement planning free that is much more personalized. If you have been burned in the past by a “buy and hope” strategy - you aren’t alone. I think a good investor is an active investor. A good investor over time will grow and protect their net worth so they can live a life worth living. My experience and certifications provide me with the expertise to advise on all areas of financial planning to help you achieve your goals and leave a legacy to the people and places that you love.
When I’m not working with clients, I love hanging out with my Wife and Kids. I'm a complete Golf Nut. I’m desperately trying to ensure that at least one of my kid’s plays golf long term. Having the luxury of making memories and spending time with my family is something I try not to take for granted. I’m a big reader (all non fiction!) and legitimately find joy in researching stocks and reading market commentary in my free time. I serve at a Church in Roswell and am active in foster care and adoption ministries.