I’ve always viewed Financial Planning as a deeply personal process—less about products and more about what money means for each family and their life goals. Every client’s story is unique, and that’s what I enjoy most about my work. Our clients are some of the most interesting people, and I truly value getting to know who they are, helping them pursue their goals, and building a strong financial foundation along the way.
For more than 20 years, I’ve had the privilege of guiding individuals and families through their financial journeys. My career began in banking and information technology, which gave me a strong foundation in both numbers and problem-solving.
My wife, Lara, and I live in Marietta, GA with our three children—Jack, Elizabeth, and Samuel who cover high school and college ages. I stay active in our community through our local church and the Boy Scouts of America.
When I’m not working with clients, you’ll usually find me outdoors. I love hiking, camping, and spending as much time as possible in nature. Trips out West are some of my favorites, so if you’ve got one planned, I’ll want to hear about it.