Seek first to understand, before being understood.

That is my motto as a financial advisor. I want to understand what's important to you and your family. I use an established process in order to build personalized strategies to help achieve your goals. From there, we will partner together throughout your life to help keep you on track.

When I am working with you and your family, I strive to:

• Create a personalized financial strategy tailored to your needs
• Identify risks and help determine protection strategies
• Work with you to integrate, coordinate and monitor your various investment accounts
• Navigate market cycles to help you stay on track towards meeting your goals
• Review your strategy as your situation changes or as economic
conditions evolve

While born and raised in Macon, GA, I was sold on Cherokee County's description of "Where the Mountains Meet the Metro". I enjoy being an Atlanta sports fan and having quick access to take in a Braves game, while still enjoying the tightknit community of Woodstock and all of our outdoor activities.

I earned a bachelor's degree from Presbyterian College while pursuing a double major in economics and business administration. The motto of Presbyterian College is "Dum Vivimus Servimus," or "While We Live, We Serve." I seek to live this out every day not only in my practice, but also in my involvement in our community. I am a proud member of the Woodstock Lions Club and enjoy serving as a Chairman's Council member for the Cherokee County Chamber of Commerce.

In 2020 I furthered my commitment to providing an ideal client experience for serious long-term investors by earning the AAMS® professional designation from the College for Financial Planning. Additionally, I am currently pursuing a Master of Science in finance.

My Branch Office Administrator, Debra Pound, calls Towne Lake home and provides our clients with over 25 years of industry experience as well. She is the proud mother of both Jim, a Marine, and Ellie, a golden retriever. She is committed to ensuring our clients receive a true luxury experience.

I invite you to contact me to find out if this approach may guide your family more effectively toward your goals.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

My Personal Interests

  • Sports Enthusiast
  • Reading
  • Hiking
  • Car Restoration
  • Art & Theater

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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