My interest in personal finance started early on when my brother participated in a stock market competition through an economics class. I joined in myself, and with plenty of encouragement and education from my father over the years, what began as a childhood interest eventually became a career.
Today, I serve as a Financial Advisor and Operations Manager at ForthRight Wealth Management. I help individuals, families, and small business owners navigate investment management, retirement planning, tax strategies, estate planning, and other important financial decisions. I also focus on building efficient processes that create better experience for our clients and team.
I believe financial planning should be clear and understandable. My goal is to simplify complex concepts, provide personalized guidance, and help clients make confident decisions that lead to financial peace of mind.
Outside of work, I love spending time with my wife, Callie, a dedicated nurse, our son, and our rescue hound, Boscoe. You'll often find me on the tennis court, watching Star Wars, cheering on the Dawgs and the Braves, or reading.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.