Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Central Michigan University, BSBA, Accounting,1994
  • Central Michigan University, MBA, Concentration in Finance, 2004

Interests

Moved to metro Atlanta, Georgia in 2008. I love it here in the South although Michigan will always be home. I get back there as often as I can.

My wife Leigh was born and raised in Atlanta, and we were lucky enough to meet while I was living in Michigan. She loves being back in her hometown.

My children are grown as I started early. Elizabeth is 26, and Xandra is 21 and they both live in my hometown of Midland, MI. My parents are Snow Birds so it's fun to see them in their Florida residence during January to April of each year.

My stepdaughter Hillary lives in Athens where she works in a Day School, and is going back to UGA for her Masters.

Community participation

Board Member Episcopal Community Foundation helping the poor and oppressed in Central and North Georgia.

http://www.ecfatlanta.org/who-we-are/

I am a member of the Brotherhood of St. Andrews, a brotherhood founded on the principles of Prayer, Study and Service.

http://brothersandrew.net/

I am active in St. Peter and St. Paul Episcopal Church of Marietta, GA.

http://www.peterandpaul.org/

Awards & recognition

  • Five Star Wealth Manager, 2013-2019

Professional associations

  • Georgia Society of CPAs http://www.gscpa.org/