1050 Crown Pointe Parkway, Suite 1800
Atlanta, GA 30338
Professional Story
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:
- Advisory Services
- Retirement Planning
- Estate Strategies
- Employee Benefit & Retention Services
- Business Continuation Strategies
- Trust Services
Education
The University of Alabama (2012-2016) - Finance & Economics
Hobbies
Music, Fly Fishing, Skiing, Yoga, Baking, Hiking
Languages: English
Specialties:Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Group Benefits, Estate Planning, Risk Management Strategies, Financial Education, Retirement Strategies
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