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About

About Us

We help successful dentists, business owners, professionals, and widows/divorcees by acting as their go-to financial coordinator. We organize and prioritize their personal and financial lives, helping them to make smart decisions about their wealth.


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THROUGH LEADERSHIP · We Provide Direction

The rapid pace of change in the world today is making people’s lives more complex and confusing. As your financial advisor, we provide direction in order to:

Identify and Eliminate Dangers: We discover what dangers, problems, and obstacles should be eliminated, and then help you to do so.

Focus on Opportunities: Focus attention on the best opportunities, and then help you to take advantage of them.

Introduce Solutions: Inform and demonstrate what solutions are available to achieve steps 1 and 2.


THROUGH RELATIONSHIP · We Provide Confidence

Individuals burdened and overwhelmed by the demands of change lack the confidence to make decisions and take action. A new level of relationship can be provided in order to:

Reinforce Strengths: Point out significant achievements, where things are being done right, and where unique strengths can be reinforced and expanded.

Supply Support: Point out where new kinds of support are needed, and provide this in the form of a unique capability.

Increase Certainty: Increase the overall level of short-range and long-range certainty within a world of change.

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THROUGH CREATIVITY · We Provide New Capabilities, Building on Strengths

Specific Tools: Provide specific tools to solve specific problems in the form of strategies, products, and services.

I enjoy learning about others & their business. I’m a member of CFA Atlanta, Atlanta Athletic Club, and Capital City Club.

Specialties: Independent Fiduciary, Fee-Only Wealth Management, Dentists, Business Owners, Widows/Divorcees, Personal Financial Advice, Financial Planning, Financial Planner, Wealth Management, 401k Advisor, IRA Rollover