I have been helping businesses and individuals in the Atlanta area work through financial issues and build strategies for a prosperous future for nearly 30 years. As a Certified Financial Planner™ (CFP®), I have advanced training in multiple financial planning specialties and hold myself to the highest ethical standards in the industry. I founded LCORE to put into practice my philosophy of guidance and mentorship in financial planning. I am dedicated to developing lasting relationships with my clients so that I can help them through every financial and life transition they face.
As a teacher and coach, I want my clients to gain the knowledge and confidence they need to actively participate in the management of their finances. I make it my personal mission to know my client on a personal level and educate them about how to manage their money effectively. Ultimately, financial success is the result of making the right financial decisions every day. This belief underpins our philosophy of "Learning to Concentrate on Retirement Every Day."
Through years of experience and training, I have learned to provide clear, easily understood explanations of financial concepts, markets, and products. I work closely with each of my clients to develop a personalized roadmap to an independent financial future. Then, I walk the path along with each client to help make sure that they are staying on track toward their financial and life goals. I look forward to helping you build a stronger future.
I am a graduate of The Georgia Institute of Technology, where I received a B.S. in Business Management. Lifelong education is deeply important to me, and I later earned Certificates of Degree in Finance and Economics as well as I/O Psychology. I also received a two-year degree in Financial Planning from Oglethorpe University and have been a CFP® since 2003. To better help my clients with their complex financial issues, I became an American College Board Certified Chartered Life Underwriter and am a Certified Divorce Financial Analyst and Long-Term Care Specialist.
My wife April and I have two children; one who attends SCAD (Savannah College of Art and Design) and the other who is currently in middle school.