With over 25 years’ experience with some of the larger Financial Institutions in the Southeast, I had long wanted to establish a practice uniquely dedicated to the primary needs of my clients. In doing so, I wanted to be free to provide advice and assistance unencumbered by proprietary products and agendas that come with corporate affiliation.
My purpose is to assist individuals and families achieve their highest aspirations, live life to their full potential as both individuals and as contributors to the family. Helping my clients navigate the difficult issues related to living well, minimizing taxation, transferring assets, and advocating worthy causes are the cornerstones of my practice.
Advanced Degrees and Professional Designations include: Retirement Income Certified Professional, Chartered Advisor in Philanthropy, Chartered Retirement Plans Specialist, Chartered Mutual Fund Counselor, and Chartered Federal Employee Benefit Consultant.
3760 Sixes Road
Canton, GA 30114