I partner with affluent families and small business owners to overcome complexities and navigate through critical life events. I help manage their assets to achieve a work-optional lifestyle and then continue to steward those investments to make them last.

I have been with Edward Jones since 2008 and hold the AAMS™ or Accredited Asset Management Specialist™ designation. I earned a law degree from Georgia State University and served as a Calvary Scout in the United States Army. I apply all of these experiences as part of my quest to fully serve investors.

I am a native of upstate New York and enjoy traveling, golfing, learning about history and watching sports. I am the lead singer of a local rock band, Still Relative, where I like to relive my glory days believing that I am still relevant. I also volunteer my time as a bus driver for my three daughters who play volleyball, softball and basketball. While this position is unpaid, the opportunity to refine my dad jokes is priceless.

Tara joined my team as Branch Office Administrator in 2018 where she assists in the day-to-day office operations and maintenance of client accounts. Tara grew up in Gwinnett County and received her bachelor's degree in business administration from Valdosta State University. Tara recently got married at the Grand Canyon and enjoys hiking, playing tennis and spending time with family.

Clients are like family here and we hope to include you in the fold.

Phone: 770-962-2289
Email: [email protected]