Listening First.
Solutions Second.
If you’ve ever watched someone you care about struggle financially in retirement—or felt overwhelmed trying to make sense of your own financial picture—then you’ll understand why I started this business.
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For 15 years, I spent my career mentoring other financial advisors. I had a front-row seat to how different advisors approached client relationships. Some focused on numbers, others on products—but the best ones? They listened first.
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That stuck with me. I knew when I started my own firm, I wanted to create a place where EVERYONE felt heard. Because when you’re making big life decisions, especially around money, you don’t want someone pushing their agenda. You want someone who’s focused on yours.
Who I Serve
I work with people who are approaching or living in retirement—folks who’ve worked hard, saved diligently, and now want to make sure their money works just as hard as they did.
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Most of my clients don’t want flashy investments or complex jargon. They want a clear, confident strategy to replace their paycheck, reduce taxes, and enjoy their retirement without second-guessing every financial move.
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I also work with individuals and couples who may still be a few years away from retirement but feel the responsibility of preparing for the unexpected. Whether it's making sure your spouse or children are taken care of in case something happens to you, or simply wanting to avoid leaving behind a financial mess, we’ll put a solution in place that gives you—and your loved ones—peace of mind.
Confidence—Not Complexity
I’m not here to impress you with financial lingo. I’m here to help you make smart, informed decisions that support your life, not complicate it.
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My clients often tell me they appreciate how easy it is to talk through tough topics with me—and that they finally feel like someone understands where they’re coming from. That’s the kind of relationship I want to build with every family I serve.
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Whether we’re talking about strategies to help turn your savings into reliable income, or ways to help ensure your loved ones are cared for in the future, my goal is always to provide practical, values-driven guidance.
A Little About Me
Simply Put: Family, Faith, and a Few Favorite Movies
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Outside of the office, I’m a proud husband to Amy and dad to our daughter, Addy Kate. My faith, my family, the Golden Rule, and my hometown of Perry, Georgia have all shaped the way I live and work.
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I’m a Georgia Bulldogs fan through and through—and if there’s a new comic book movie out, chances are I’ve already seen it (probably twice).
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I work every day to be the person our dogs, Eleanor Rigby (Ellie) and Hopper, think that I am. And if you notice any white fur on my clothes, it’s probably thanks to our cat, Bear—who’s firmly convinced my lap was made just for him.
Ready to Talk?
If you’re nearing retirement and want someone in your corner to help make sense of everything, or if you just want to make sure you're protecting the ones you love the most, I’d be honored to have that conversation.
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Schedule a quick call and let’s see if we’re a good fit. No pressure. Just a real conversation about what matters most to you.
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Start the Conversation
If you’re looking for someone who will listen first, talk straight, and put your goals above all else—I’d love to connect.
