As a financial advisor, I strive to serve my clients to the highest ethical standards of care. Taking the time to understand what is most important to you is paramount, while utilizing an established process to achieve your stated goals.

My practice is geared towards how my clients measure peace of mind as business owners and families navigating the unique challenges we face in our world today. Being a CEO of a local business I am experienced in the nuances of entrepreneurship. My objective is to partner with you throughout life keeping you on track with quality investments, diversification and a long-term strategy.

For over a decade, I passionately seek out all investment personalities with confidence, expertise and insight. As part of your executive team we will partner with your CPA and attorney to coordinate the components of your entire financial picture.

My most notable accomplishments include the marriage to my beautiful wife, Melanie, of 14 years and the birth of my wonderful boys, Samuel and Isaiah, ages 4 and 2. Our hobbies include exploring the great outdoors as well as our appreciation for the arts, theater and music. We also enjoy a worship experience that adds great value to our lives.

Community involvement is very important to me. I am a former board member of Hope for the Inner City, an organization that focuses on economic empowerment for the inner-city in Chattanooga, TN. I’ve been involved in various non-profit organizations throughout Atlanta and Chattanooga such as The Urban League, Big Brothers Big Sisters and Operation Hope.

Education and learning is high on my list of priorities. In 2009 I earned a Bachelor of Science in organizational management from Covenant College, followed by a master’s in financial planning from Kansas State University in 2014. I achieved my CFP® designation in 2015 and continue to feed my appetite for learning through ongoing trainings, workshops and books.

Focus areas

  • Business Retirement Plans
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Community Outreach
  • Personal Fitness
  • Mountain Biking
  • Art & Theater
  • Sustainability

Office Information

Office Address

242 S Culver Street Ste 100 Lawrenceville, GA 30046

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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