For many, life is like running an ultra marathon. It is full of peaks and valleys with lots of challenges along the way. Our team's number one objective is to be the best partners we can for the families we serve. We want to provide clients with peace of mind as they transition into and through the retirement phase of their life.

Since 1996, I have been dedicated to being a good steward of your financial portfolio. Along the way, I have learned two very important lessons. First, our most valuable asset is the time we have, not our money. Second, if we ask, listen and learn affectively, we are able to serve our clients and their families to the best of our ability.

I love camping with my wife, Christen, our teenagers, Abby and Harrison, and our dog, Meg. I enjoy endurance events like Ironman triathlons and marathons. This enjoyment prompted me to start Impact Racing Ministries in 2012, a non-profit organization serving at risk youth and families in Griffin. I am also a former cross country coach with Strong Rock and hold a bachelor's degree in economics from UGA's Terry School of Business.

Our team is committed to the communities that we live and work in. Because of the impact on us and client families, we have been motivated to take a lead role in the fight against Alzheimer's as the Chair of the Henry County Alzheimer's Walk.

My team, Elizabeth, Hannah and Dianne, and I take on a holistic approach to serving families. We strive to empower them to do retirement with excitement and live life to the fullest. There is more to our offering than just investments; we fully embrace partnership and service. I could not do what I do on a daily basis without them. Our greatest satisfaction is to hear the words, "we could not do this without you."

We invite the opportunity to meet with you and learn how we can serve you and your family. Thank you for your consideration, and we look forward to you joining us for a front porch conversation!

[email protected]

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Sustainability
  • Triathlons

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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