CERTIFIED FINANCIAL PLANNER™ (#233340)
I specialize in Senior Transitions and Financial Planning, centered on client service and a deep understanding of each client's unique circumstances. I recognized early in my career the growing need for prudent advice for our growing senior population. Transitioning into the golden years can be challenging for spouses and adult children. I have worked extensively in this field since 2007, creating a network of trusted resources to help simplify and provide best practice options.
As a CFP®, I also understand that most investors do not have the time or interest to fully research and understand all their options. That’s why I am committed to guiding families through their financial decision-making by helping educate them on opportunities and risks in the marketplace.
I was born in Decatur Georgia and earned a bachelor’s degree in psychology from the University of Georgia. I hold the CERTIFIED FINANCIAL PLANNER™ designation through the Certified Financial Planner Board of Standards. My wife Sarah and I have lived in Decatur since 2008 and have two children, Stella and Grant. I was chairman of the Board of Directors for the Decatur YMCA (2021), a member of the Rotary Club, and a volunteer for numerous local events and charities. I am an avid fisherman and sports enthusiast, and I love outdoor adventures with my family.