Who I work with
I work with Aprio clients seeking personal financial planning beyond our firm’s business tax, assurance and advisory services. My clients include high-net-worth business owners, executives and individuals. Leveraging Aprio’s Private Client model, I work closely with Aprio tax advisors to provide contextual insights and ensure planning and implementation are aligned with our clients’ strategies and financial goals.
I can help you identify and prioritize your goals and conduct detailed cash flow analysis and tax planning to develop a personalized plan that is both technical and artful in design. As a practicing Certified Financial Planner™ professional, I bring years of subject matter expertise to each client relationship. I believe that financial planning is not just for the wealthy; it’s for anyone who wants guidance to reach a financial goal.
Results I have delivered
In my career as a financial advisor and financial planner, I have written over 2,000 customized financial plans. I have also worked with over 1,000 different financial professionals in the development of a financial planning-based practice. In addition, I have written a book on financial planning and articles for several periodicals on the subject.
Unique things about me
When I am not crafting financial plans, I enjoy planning and working on home improvement projects. I also enjoy staying fit by training for and competing in short and long-distance triathlons.
When I am not at work
My wife, Jennifer, and I live in Roswell, Georgia, with our two children. We enjoy beach vacations and spending quality time with family and friends.
People say I am
Trustworthy, dedicated, professional, solution-oriented, passionate, empathetic
I earned my Master of Business Administration in Finance and Investments from the George Washington School of Business and my Bachelor of Science in Finance from the University of Rhode Island. I have also completed management courses on mentoring, conflict resolution, marketing and coaching from Harvard University’s School of Business Management. I earned my designation as a Chartered Financial Consultant® from American College, and I am a Certified Financial Planner™ professional.