Financial Advisor
As a Financial Advisor at ForthRight Wealth Management, LLC, my role is to work side by side with families and small businesses to set goals, shape a financial plan, and motivate them along the way. I enjoy working actively with the CIO to review our investment strategies while also analyzing the effects that current and forward-looking economic conditions will have on our portfolios.
Financial planning is my passion and it is what I feel called to do. Since graduating from the University of Georgia with my M.S. in Financial Planning, I am thankful to be able to live my dream of helping individuals make better financial decisions. My goal is to create financial peace and independence for our clients by following our “forthright” process.
I live with my wife, Callie, who serves as a nurse, and our lovable rescue hound, Boscoe, in Alpharetta, GA. My favorite pastimes include tennis, Star Wars, and supporting both UGA Football and the Atlanta Braves. We enjoy going on walks and supporting the local restaurants around the area. I would welcome any conversation about financial planning, economic events past and present, or investing.
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.
