We are your faith- and values-based solution to investments and financial advice. I bring a different perspective to my role as a financial advisor, as I still consider myself to be a public servant. Prior to joining Edward Jones in 2015, I spent over a decade serving our community as a law enforcement officer. I am also a retired veteran, having served over 20 concurrent years in the military. Wi
th this experience, I have counseled individuals of all ages and from all walks of life. Today, my clients come to me with very important questions such as:
"Can I live the life I want and feel secure?”
"Will I run out of money?”
And lately, “Do my investments align with my values?”
To determine the most appropriate strategy for you and your family and/or business, we follow three simple steps:
1. We work together with you to gain a detailed understanding of what is important to you and what goals you are working toward. You then decide what level of service you wish to receive from us, ranging from investment guidance to comprehensive financial planning.
2. We take the emotion out of investing by developing personalized strategies and providing ongoing consulting using our established process and principles derived from scripture.
3. We work closely with you through life's ups and downs to help keep you on track with reaching your goals. As a lifelong learner, and wanting to provide advice on complex financial needs, I obtained the Chartered Retirement Planning Counselor™ designation. I also hold a master's degree from Columbus State University, and I am a graduate of both the Georgia Law Enforcement Command College and Leadership Rockdale. My clients count on me to be constantly in front of the information and issues that will help guide them to make the best decisions for their financial future. Therefore, we are glad to coordinate with clients' CPAs, attorneys and families to assure accurate and thorough advice is being given start to finish. We want to provide the answers to your questions so you can make informed, financially sound decisions. Contact us at (770) 648-6235 or [email protected] to discuss your situation and options.
