As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what's important to you. Using an established process, I help you build personalized strategies to achieve your goals over the long term. With every client I strive to:
• Offer tax efficient, long-term wealth building opportunities
• Identify and help mitigate risks to your str
ategy as market cycles occur
• Review and update your strategy when life changes happen to keep you on track
In 2007, I began my Edward Jones career as a financial advisor in Peachtree City. I received the CFP® professional designation in 2011, and named to the 2022-2025 Forbes's ranking of Best-in-State Wealth Advisors in Georgia.*
A 1994 graduate of Georgia Tech, I hold a bachelor's degree in mechanical engineering, and I am a 2004 graduate of Rensselaer Polytechnic Institute, holding an M.S. Giving back to our local community is very important to me. I have served in many volunteer leadership roles over the years as we have raised our family here. My team, Andrea Bennett, Jennifer Culpepper and Ryan Peurifoy are true professionals. They are dedicated to providing you with the highest level of personal service possible. If we can be of service to you and your family, please let us know. Office: 678-364-1204
*Source: Forbes Best-in-State Wealth Advisors in Georgia in 2022-2025, awarded first quarter each year, research by SHOOK LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
