Credentials: CFP®, CFA, CPA, EA
Specialties: Retirement, Investment, Taxes
Experience: 20+ Yrs.
Licenses: CPA, EA, FINRA, Insurance
Memberships: AICPA, NAEA, NAPFA, CFAI Phone: 404-419-6161 Ext # 2
I empower my clients to live life free of future financial worries. To that end, I help them prioritize and plan for all major financial events of life, and work with them to devise customized financial solutions to efficiently achieve them. My clients include corporate professionals, technopreneurs, business owners, medical/legal professionals, retirees, and high net worth individuals.
I offer credentials considered gold standards in the field I serve. I have a bachelor’s degree in accounting and an MBA in finance. I am a CFA charterholder, CFP® practitioner, CPA certificant, and a licensed IRS Enrolled Agent (EA). I am a member of the CFA Institute, the American Institute of CPAs (AICPA), the National Association of Personal Financial Advisors (NAPFA), and the National Association of Enrolled Agents (NAEA). Above all, I offer the passion, diligence, and care to help my clients secure their financial futures.
My entire professional career of 20+ years so far has been in the field of finance. My experience in finance is diverse, encompassing various management positions in investment banking, public accounting, corporate finance, risk management, taxes, and investment. Prior to opening my wealth management practice, I founded and led a third-party warranty administration company which I sold in 2012. My 20+ years of diverse professional experience in finance makes me the savvy financial advisor my clients deserve.
I live with my family in Johns Creek, GA. I am a Member of Johns Creek Chamber of Commerce and Johns Creek Business Association. In my spare time, I like watching sports, playing tennis, bicycling, spending time with my family, and volunteering at my son’s elementary school.
Please call me for a free phone consultation for your personal financial service needs. I am easily reachable during normal business hours, as well as on weekends.