About Me

I grew up right down the road in Flowery Branch, and have been a Georgia boy my whole life. After graduating from high school, I attended Mercer University and graduated in 2016. Shortly after, I married my amazing wife, Sydney, and we have spent the first few years of marriage traveling, and living life to the fullest. We even hiked the entire Appalachian Trail! Now, we have a little girl named Sloane, and our dog, Yonah. I enjoy playing golf, watching baseball, and being around friends. Helping people achieve their financial goals is my passion, and I would love to sit down and get to know you and your family to learn what is important to you. 

My Family

Professional

I specialize in helping a variety of professionals such as physicians, attorneys, corporate executives, and small business owners. We run a practice based out of Athens, Georgia, but we help clients all across the country. Let us help you find out what's possible.


Education

Mercer University (Bachelor of Science)

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Disability Planning for Physicians & Dentists

Investment Planning & Strategies

Insurance Protection Strategies

Business Planning

Life Insurance Strategies

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with: