603 S. Thornton Ave
I started my career in this industry in 2009 as a registered
representative / financial advisor holding the series 7 & 66 securities
licenses. Having done these requirements I knew that I wanted to continue to
learn as much as I possibly could to better serve my clients.
Since my start I have been working diligently toward the
advanced title of CERTIFIED FINANCIAL PLANNER™
Professional which I now hold. This requires three years of industry
experience and certifies that I have passed all of the requirements set by the
CFP® Board of Standards. I attended the Terry College School of Business
Executive Program in Financial Planning offered through the University of
Georgia online in order to reach this level of education. Through UGA’s program
I obtained the seven prerequisite classes needed to become eligible to sit for
the CFP® exam. This level of certification requires a Bachelors degree or
higher at an accredited university and then I had to pass the comprehensive
CFP® board examination. This level of education and the fiduciary standard of
care it provides clients is essential to insure the highest levels of
objectivity and proficiency that clients deserve.
I have also vetted and rely on numerous other experts in various
positions such as Attorney’s, CPA’s, and industry leading money managers across
the globe. I regularly engage teams of experts to help guide a financial plan
to its highest potential. Some of these teams have well over 30 years combined
expertise. It is my role to coordinate this effort and keep everyone on track.
I also hold the professional designation AAMS®, Accredited Asset
Management Specialist. I am now going through the process of completing the
Kingdom Advisors Training Program, to add the Qualified Kingdom Advisor status
to my list of qualifications. I am passionate about serving God in all that I
do and I feel that this latest education is a great step toward doing so in all
areas of my life and business. Visit https://www.kingdomadvisors.org/story.asp to
learn more on this.
I am dedicated to developing lasting relationships with all of
our clients. I am focused on helping you realize your financial goals.
Official information on my history in the industry can be found