Here to act in your best interests

About me

Financial services is a very noble profession, and I strive to help change lives for the better each and every day I meet with clients and collaborate with colleagues. There is a beautiful sophistication in making the complicated seem simple. I continue to see those I work with respond well when we discuss issues very simply.

Education

Bachelor of Science, Mathematics - Texas Tech University

Visit one of our Locations

Atlanta I - Duluth

1960 Satellite Boulevard

Suite 3500

Duluth, GA 30097

Atlanta V - Atlanta

100 Hartsfield Centre Parkway

Suite 650

Atlanta, GA 30354

Atlanta III - Alpharetta

3460 Preston Ridge Rd

Suite 500

Alpharetta, GA 30005

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.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights