picture of a planner

Here to act in your best interests

About me

I build and implement personalized financial plans by getting to know my clients really well. By having thoughtful conversations, using detailed data gathering, and being curious, I learn their true goals and concerns and provide an easy to understand set of solutions for them. My wife Erin and I have been married since 2008, and we have two children. In my free time I am with my family, coach youth sports, play tennis year-round and dirt-bike with friends.


Accredited Asset Management Specialist™


Chartered Retirement Planning Counselor™


Bachelor of Arts, Colorado State University

Visit one of our Locations

Atlanta I - Duluth

1960 Satellite Boulevard

Suite 3500

Duluth, GA 30097

Atlanta IV - Buckhead

3355 Lenox Road NE

Suite 950

Atlanta, GA 30326

Atlanta III - Alpharetta

3460 Preston Ridge Rd

Suite 500

Alpharetta, GA 30005

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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