As a Financial Advisor at ForthRight Wealth Management, I help individuals and families simplify their financial lives. This can be anything from walking through investment options, creating retirement income strategies, planning for big life events, and much more. As the Operations Manager, I focus on keeping our processes running smoothly so that our clients have the best experience possible.
Financial planning isn’t just my job—it’s my calling. Ever since earning my M.S. in Financial Planning from the University of Georgia, I’ve been grateful to live my dream of helping people make confident, informed financial decisions. My mission is to help clients achieve financial peace through personalized, straightforward guidance.
At home in Alpharetta, GA, I live with my wife Callie, a dedicated nurse, and our lovable rescue hound, Boscoe. We love exploring local restaurants and taking walks around town. Outside of work, you can usually find me on the tennis court, rewatching Star Wars, or cheering on UGA Football and the Atlanta Braves.
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.
