With over 13 years' experience, we work with families of successful business owners, professionals, executives, long-tenured employees and retirement plans nationwide. Typically, our clients grew up middle class, worked hard for what they have and recognize they need help with more than just investment advice, so they turn to us for support and guidance. We call this holistic process our 67-2 Appr
oach. My Why and My Passion
I grew up in a small town in New York's Hudson Valley, serving as a volunteer firefighter from the time I was 16. We saw people in their worst moments and were there when people needed us most. In a town like this, that is what you do. It changed my life forever. Today, I apply that same philosophy (of helping my neighbors) to my business. About Us
I moved to Atlanta 26 years ago, living in Boston and Providence prior to that. I'm married to my wife, Kelly (from Cairo, GA), for 22 years. We have two sons at Jacksonville State University and Georgia College. We love our Airedale Terriers, are avid Atlanta United fans, enjoy traveling and time on the lake. Currently, I serve on the board for the GA Chapter of the Alzheimer's Association seeing firsthand the impact this disease has on families we serve. Our office includes financial advisors Michael Jones and Matt Rix, and our three client support team members, Allison Jolley, Claudia Roberts and Melanie Cotton. Allison treats every client with personal attention and a smile. She is passionate about helping clients plan for the unexpected. Allison lives in McDonough with her three boys ranging from 14 to 19, enjoys golfing and cheering on the South Carolina Gamecocks. Claudia joined our team this year following the retirement of the CPA she worked for the last 14 years. She has a son, enjoys listening to audio books, fostering cats and gardening. Claudia brings a positive attitude and enjoys every client interaction she has throughout the day. Melanie joined us this year and quickly demonstrated her professionalism working with our clients. She and her husband, Dan, have two boys. She enjoys baking as well as cheering on the Braves and Georgia Tech in her spare time. Contact us at [email protected] or 678-583-5090 or [email protected]
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
