Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies

Community participation

LaGrange Rotary Club

St Marks Episcopal Church

Highland Country Club

Georgia Alabama Senior Golf Association - "GALA"