195 West Pike Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
As a CFP® professional, I strive to serve my clients to the highest ethical standards of care. Taking the time to understand what is MOST important to you is paramount, while utilizing an established process to work towards your stated goals. I engage with my clients in a fiduciary capacity, providing specialized, objective and independent advice, putting your needs and best interest first.My practice is geared towards how my clients measure peace of mind as business owners and families navigating the unique challenges, we face in our world today. I offer my clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, my services always align with your current priorities, including ongoing review and monitoring.For over a decade, I passionately seek out all investment personalities with confidence, expertise and insight. As part of your executive team, we will partner with your CPA's and attorneys to coordinate the components of your entire financial picture, making a positive impact on generations to come.Most notable accomplishments include the marriage to my beautiful wife Melanie of 15 years and the birth of my wonderful boys Samuel and Isaiah ages 6 and 4. Our hobbies include exploring the great outdoors as well as our appreciation for the arts, theater and music. We also enjoy a worship experience that adds great value to our lives.Community involvement is very important to me. I am a former board member of Hope for the Inner City an organization that focuses on economic empowerment for the inner-city in Chattanooga, TN. I’ve been involved in various non-profit organizations throughout Atlanta and Chattanooga such as The Urban League, Big Brothers Big Sisters and Operation Hope.Education and learning is high on my list of priorities. In 2009 I earned a Bachelors of Science in Organizational Management from Covenant College followed by a Master’s in Personal Financial Planning from Kansas State University in 2014. I achieved my CFP® designation in 2015 and continue to feed my appetite for learning through ongoing trainings, workshops and books.To discuss the unique needs of your situation contact me at firstname.lastname@example.org or call my office at 770-648-2348.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.