Focus: Insurance Strategies, Business Owners, Retirement Strategies, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Prior to joining The Piedmont Group, I spent 16 years at my family's construction company as the CFO. I graduated from Georgia State University with a degree in Management, where I also met my wife, Ramsey. We currently live in the Braselton area where Ramsey teaches SPED at a local elementary school. I have been married for 8 years and enjoy spending time outdoors with my wife and 3 kids.
1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338