
I live in Coweta County with my beautiful wife, Kayte, and our sons, Davis and Charlie. We enjoy attending and serving at our local church. We also enjoy playing and watching sports,
as well as traveling.
Prior to joining Raymond James in 2022, I began my career as a Financial Advisor in 2013 with a passion for helping others. Over the years of working with hundreds of families and individuals from all walks of life, I have developed a process to help clients identify, plan for and live out their dreams. It is a true joy of mine to help clients gain control of their future and to see their hard work come to fruition.
Thoughtful planning with our clients has benefits that extend well beyond the walls of our office. Many of our clients are better able to be generous to churches, charities, family, friends and other causes that are near to their hearts, because of the freedom and control they have gained in their financial lives. Areas I am passionate about and focus on are:
RETIREMENT STRATEGIES
- Retirement Planning (Detailed report and financial picture of your retirement)
- Portfolio Construction/Asset Allocation
- Risk Tolerance Review
- Income Strategies
INVESTMENTS
- Stocks, Bonds, Mutual Funds, ETFs, CDs, Money Market, Variable and Fixed Annuities, Etc.
LIFE INSURANCE
- Insurance Needs Analysis
- Term Insurance Solutions
- Permanent Insurance Solutions
LONG TERM CARE INSURANCE
- LTC Needs Analysis
- Hybrid Solutions
- Traditional LTC Insurance
FAMILY/LEGACY STRATEGIES
- Beneficiaries
- Transfer on Death
BUSINESS OWNERS
- Key Person Insurance
- 401k Plans
- SEP IRA's
- Simple IRA's
I believe in a holistic approach to meet your planning needs; therefore, I partner with CPAs, attorneys and other professionals to help you build a plan that will cover all aspects of your life. It would be my pleasure to partner with you and your loved ones to help you live the best version of your life.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative da-ta. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be repre-sentative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist℠ are registered service marks of the College for Financial Planning.