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

  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning

Community participation

We strongly believe in giving back to our community and encourage our team to participate in several community and charitable events throughout the year. We have listed some of the programs that we love to work with.

  • Atlanta Food Bank
  • Project Open Hand
  • ASPCA
  • SIFMA Foundation InvestWrite