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Business Philosophy My knowledge and experience spans a wide range of financial products and services focusing on the accumulation and preservation of assets and wealth. I am able to take a comprehensive view of a client’s particular situation, help identify risks and possibilities, assist in sorting through choices, and provide the right strategies and tools at the appropriate time. I primarily focus on wealth accumulation and preservation strategies for my clientele of affluent individuals, such as successful professionals, business owners, and retirees. Personal
- Resident of Cumming, GA for 12 years; lifelong Georgia resident
- Married 12 years with two children
- Hobbies: Cycling, Reading, Family Activities
- Coach Youth Soccer, Teach Junior Achievement at Sharon Elementary School
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Professional Qualifications & Affiliations
- 21 years of experience in financial services
- Graduated with Honors in 2006 with a degree in Finance
- Holding CFP® designation
- Former Equities & Options Trader, 4 years
- Member, Financial Planning Association
- Series 63, 65, 66, and 7 securities registrations
- Licensed to sell Life & Health Insurance in Georgia
- Registered to offer securities products in Alabama, Florida, and Georgia
Areas of Concentration
- Wealth Management Strategies
- Retirement Planning
- IRA Consolidation/Rollovers
- Pension Transfer/Rollovers
- Pension Payout Alternatives
- Education Funding Plans
- Charitable Giving Strategies
- Estate Conservation Strategies
- Life Insurance, Disability Income Insurance, and Long-Term Care Insurance
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