With over 22 years of experience in the financial services industry, I have dedicated my career to helping affluent clients achieve their goals through comprehensive financial planning and tailored investment solutions. As our firm’s Managing Partner, my day-to-day responsibilities vary greatly from strategic decision-making to developing client education opportunities, managing our compliance policies, monitoring market trends, and more.
Every day I’m motivated by the opportunity to grow and learn continuously, as I thrive on challenging myself to develop new skills while improving existing ones. I thoroughly enjoy tackling new challenges, and expanding my knowledge—as I know this ultimately helps me be a better partner to my clients and teammates.
Being able to make a positive impact on each client’s financial well-being is the most gratifying part of my job here at Element Wealth Advisors, and I deeply value the strong client relationships I’ve had the privilege of building over the years. Guiding clients through
complex financial decisions and seeing the relief and satisfaction they feel when we achieve their goals together is incredibly rewarding. Every client comes to us with a unique challenge, and I appreciate the trust they place in me to help them secure their financial future.
I have a Bachelor of Science in Consumer Science from the University of Alabama, with a minor in family financial planning. Today, I specialize in retirement income distribution planning, executive equity compensation, and investment management.
I’ve obtained multiple designations, certifications, and registrations including:
- Chartered Retirement Planning Counselor (CRPC®)
- Series 7 & Series 66 licenses
- Life Accident & Sickness Insurance
- Variable Life
- Variable Annuity
Currently, I live in Roswell, Georgia with my wife, Samantha, our two children, Lily and Alex, and our dog, Brody. I love any opportunity to get outdoors all year long, whether it’s to ski, play tennis, or travel. And in the fall, you’ll find me cheering on the University of Alabama’s football team.
I’m an active member of several organizations, both professional and local to the Atlanta area including:
- National Association of Personal Financial Planners ( NAPFP)
- Financial Planning Association ( FPA)
- Million Dollar Round Table (MDRT)
- Atlanta Jewish Federation
- Georgia Public Broadcasting
- Red Elephant Club of Atlanta
- Humane Society
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.