Prior to becoming a financial services professional, I enjoyed a successful 20+ year career in information technology. I earned both a B.B.A. and M.B.A. in Finance from Georgia State University and I studied financial transition planning at the Sudden Money Institute where I gained an understanding of the effects of stress and anxiety on decision making due to major life transitions.
I am a Georgia native and currently live in Roswell, Georgia with my wife and two daughters, one attending Mercer University studying Nursing and one at Georgia Southern University studying psychology.
I have personally experienced the financial, psychological, physiological and sociological devastation that occurs in the wake of major life transition events and know that the vast majority of financial advisers are not equipped to adequately guide people through those money and life altering changes.