I have been helping Individuals, Families, and Businesses in the Atlanta area work through financial issues and build strategies for prosperous futures for 30 years. As a Certified Financial Planner™ (CFP®), I have advanced training in multiple financial specialties and hold myself to the highest ethical standards in the industry. I founded LCORE Wealth management 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 “Financial 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 clients 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 the 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 them 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 I have been a Certified Financial Planner since 2003. To better help my clients with complex insurance, and Life issues, I became an American College Board Certified Charter Life Underwriter (CLU®), a Certified Divorce Financial Analyst (CDFA®) and a Certified Long Term Care (CLTC) Specialist. As well as having been honored by of receiving multiple year awards as a Million Dollar Roundtable Award Winner and Multiple Year Award Winner as a Five Star Wealth Manager of the Year Recipient.
My Wife April and I are nearing our 30th year of marriage and celebrate our two beautiful children who are out of school and creating their very own life goals. We trust in God, Family, Morals, Ethics, and Personal Responsibility to lead us forward to help others every day.