I am passionate about working with closely held business owners and families to help them define and achieve their personal financial goals. By understanding what is most important to my clients, together, we can create a customized strategy using established processes and a long-term approach to help achieve those goals. Chances are, you are busy fighting fires and taking on new challenges that come with your high pressure position. Many business owners and professionals spend long hours helping their companies succeed, but lose sight of their own personal financial goals. Through my collaborative and detailed process, I want to bring clarity to what's possible in my client's financial situations and build confidence in knowing that they have somebody in their corner to advocate for them along the way.
I am a native of the Savannah, Ga area. I attended Georgia Southern University, and majored in Finance. I enjoy spending quality time with family and friends; which could involve playing golf, traveling, working out, hanging out at the beach, or watching a football game.
SPECIALTIES:
-Comprehensive Wealth Management
-Retirement Planning Strategies
-Investment Planning
-Asset Allocation Strategies
-Wealth-Based Risk Management
-401ks
