Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®

Education

  • BS BA, Data Processing with minor in Finance, Central Missouri State University
  • MBA, Finance, University of Missouri at Kansas City

Interests

Jogging. I have completed 27 Peachtree Road Races.

Rowing. In July 2010, I completed the Tennessee River Gorge Marathon in a single scull.

Travel. My wife and I love to travel. Most recently we have been to Scotland, Albuquerque Balloon Festival, Northern Maine and Iceland

Good food, good wine and entertaining.

Helping others and educating.

Community participation

  • Rotary Club of East Cobb Treasurer 2005-2006
  • Wheeler Baseball Booster Club Treasurer 2005-2006
  • One of initial members of Sope Creek Elementary Foundation Board of Governors 1996-2000
  • Atlanta Rowing Club Treasurer 2008-2011

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Professional associations

  • International Coach Federation (ICF of GA. )
  • Georgia Society of CPA's
  • Financial Planning Association
  • Cobb Chamber of Commerce
  • Business Network International

CDFA designation

I have received the Certified Divorce Financial Analyst™ designation from the Institute for Divorce Financial Analysts. As a CDFA™, I have met the requirement of three years’ experience as a financial professional, accountant, or matrimonial lawyer. I have also completed a series of self-study courses and passed an exam for each course. By completing this specialized training, I have learned how to help clients with financial issues that will affect the rest of their lives, including those issues affected by decisions concerning personal vs. marital property, spousal and child support, and valuing and dividing property.