300 Colonial Center Pkwy
Roswell, GA 30076
With offices around the country, we serve clients across the wealth spectrum in
almost all 50 states. Every client story is unique. We would love to begin a conversation about
your circumstances and discuss the best way we can serve you.
Simply submit your information with the form below, and someone from our team will
contact you shortly!
The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.
Sr. Financial Advisor
Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.
One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.
Chief Financial Officer, EVP Client Services
Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.
My desire for myself and my clients is to hear God say “Well done good and faithful servant”, and experience these true riches. In our fallen world, it is so easy to get distracted but our time on earth is preparing us for eternity.
We tie everything back to our clients’ goals, quantify their financial goals, and then help to make sure they are doing the right things with their money to help them achieve those goals.
Two of the goals I have for all of my clients, relatives, and friends are 1) that they have peace of mind regarding their finances, and 2) that they feel like they are making intentional financial decisions consistent with their goals.
It is a great privilege for me to serve clients to help them gain peace of mind by using their God-given resources to accomplish their God-given goals. I am passionate about providing counsel that allows clients to make better decisions and live with a strong sense of intentionality.
I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.
Personal Financial Advisor
Our bench of different subject matter experts frees me to be an “expert” on my client, which is exactly where I want my focus to be.