3500 Piedmont Road NE
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
When Markets React
No Cash, No Checks, No Problem
Preparing For the Ultimate Vacation
3500 Piedmont Road NE, Suite 725Atlanta, GA 30305
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
The Other Sure Thing
A Living Trust Primer
Earnings Season: What Investors Can Take Away from Corporate
I offer a full library of resources to help boost your financial planning knowledge.
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."