Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning
Being a Managing Director is a role with great responsibility. I’m charged with recruiting, selecting, training, and retaining top talent to work with me and my team which means choosing people of high integrity and personal initiative to join us as Financial Planners, Investment Advisors, Financial Advisors, and Brokers. I am also charged with facilitating a diverse culture of teamwork, accountability, self-discipline, and holistic financial planning.
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3550 Lenox Road NE Suite 1100
Atlanta, GA 30326