Broker Check

FoundationWealth

603 S. Thornton Ave

Suite 204
Dalton, GA 30720

Qualifications

I started my career in this industry in 2009 as a registered representative / financial advisor holding the series 7 & 66 securities licenses. Having achieved  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 Certified Kingdom Advisor designation; I am passionate about serving God in all that I do and I feel that this designation 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 at: 


http://brokercheck.finra.org