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Here to act in your best interests

About me

With more than three decades of financial planning experience, I help my clients create, develop and implement their customized retirement financial plan. We partner to design a way forward so they can look forward to a retirement that can be fun. Outside of work, I’m big into motorsports and racing. I also enjoy spending time outdoors hunting and camping.


Chartered Retirement Planning Counselor™


Studied, Business/Marketing - University of Alabama

Studied, Business/Marketing - University of Toledo

Visit one of our Locations

Atlanta II - Vinings

3051 Akers Mill Rd SE

Suite 110

Atlanta, GA 30339

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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