As a financial planner I really enjoy helping people reach their goals. I particularly enjoy telling work weary clients that they can retire and start the next phase of their lives. I enjoy talking about investments and helping investors feel comfortable with their options.
I currently hold the Accredited Portfolio Management Advisor designation from the College for Financial Planning. I have completed the Executive Program in Financial Planning through the Terry College of Business at the University of Georgia. I have passed the CERTIFIED FINANCIAL PLANNER™ exam and hope to receive that certification soon.
I joined the Life Strategies team in January of 2018. I have been behind the scenes with Kelly since the business started, so it was nice to finally become a part of the day-to-day operations. I keep the office on track with my technical expertise and background in project management.
My personal life is very much intertwined with my professional life. Kelly and I have been married for 27 years and we have 3 grown boys and 2 grandchildren with one on the way. I have a culinary arts degree and enjoy cooking. My current hobbies include playing guitar in my spare time and trying to keep up with my youngest son, who plays bass in a local band. I also enjoy traveling and the great outdoors. Usually combining the two and turning every vacation/trip into some sort of adventure.