1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338
I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Golf, Sports, Running
Atlanta Track Club, Brandon Hall Alumni Council, Cathedral of St. Phillips, Hampden-Sydney Alumni
- Insurance Strategies
- Business Owners
- College Funding Strategies
- Charitable Giving