Who will help you navigate storms?

My wife, Lindsay, and I were lucky enough to charter a sail boat off the coast of Maine for our honeymoon. Lindsay grew up doing a little sailing but this was my first experience. Our six-day trip included some incredible sights and our captain was even kind enough to allow me to sail the boat from time to time.

On one particular day, while I was steering the boat on a sunny and calm afternoon, I remember thinking how easy and relaxing sailing was. Then, out of nowhere, storm clouds blew in bringing heavy winds and rain. My relaxed attitude quickly turned to fear and I was happy to turn control of the vessel back to our captain.

Captain Noah was a second generation sailor who had the experience, navigation tools and confidence to get our ship safely positioned into a small protected cove. As the storm ended, just as quickly as it started, I can remember thinking how grateful I was to have someone watching out for us. The outcome with him at the wheel was certainly better than trying to navigate the storm on my own.

I tell you this story because I help my clients as the "captain" of their financial journey. Our experience, planning tools and confidence will help you navigate market cycles and achieve what is most important to you.

I earned my CFP® designation in 2013 and abide by the CFP Board’s Code of Ethics and Financial Planning Practice Standards.

On a personal note, my wife and I live in John's Creek with our two young children. When spending time together we enjoy boating, going on hikes and playing tennis.

My branch office administrator, Michelle Kilmer, has over 13 years of experience and is dedicated to providing you the highest level of service possible. Please don't hesitate to call her with any account related questions.

We would welcome the opportunity to meet you in person and see if we can add value as you sail through the great adventure of life.

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Tennis
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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