Never underestimate the impact you might have on someone!

As a kid I was shy, overweight, and underperforming in school, lacking in friends and not enjoying life. Then my fourth-grade teacher changed my life forever through her words and actions. She believed in me, encouraged me, and didn't accept anything but my best effort.

She forced me to step up my efforts and be alive and present. I started to lose weight, open up socially, and enjoy life more fully. My grades improved dramatically leading to me earning an academic scholarship to Mercer University, where I was active in student government, president of Phi Delta Theta fraternity, and graduated Magna Cum Laude with dual degrees in Economics and Entrepreneurial Management. 

After graduation, I decided to pursue a career in financial planning because it would allow me to build deep relationships, be a resource to those I cared about most, and drive change in people's lives just like my fourth-grade teacher did for me!

We believe a sound financial plan is central to helping someone live their fullest life. When working with clients we start with the end in mind by asking them to paint a clear picture of their ideal future, and then we reverse engineer a financial plan to help them accomplish their most sacred goals and realize their deepest desires. We would love to help you live your fullest life through sound financial planning!