It has been my pleasure and privilege for over 15-years to serve our community as a financial professional and it’s provided me a wealth of experience as a financial planner, investment strategist, wealth-risk manager. I work in your best interest to plan and implement tax-efficient retirement strategies, business plans, investment & wealth building strategies and estate planning. I take time to understand you and your goals as part of my holistic approach to serve you. Building and managing wealth requires more than simply understanding your financial situation, it's also specific to your needs, values and personal goals.
These details are key to creating an effective long-term planning and wealth building relationship. My client relationships are collaborative. Clients receives a high-level of personal customer service, regular in person, virtual and by phone meetings, ongoing planning to navigate financial growth and an introduction to my team of skilled colleagues and assistants. Working together, we'll track progress in real time to each of your goals in a secure account you can access anytime, anywhere on any device.
I work in partnership with other professionals (e.g., Accountant, Attorney, Insurance Agent) as necessary to implement and fulfill the strategies, as we work together on your financial plan to achieve your short- and long-term goals.
See FINRA BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Investment advisory services and products are made available through Ameriprise Financial Services, LLC, Member FINRA and SIPC.
Intersection of I-285 and Ashford Dunwoody Road at 4151 Ashford Dunwoody Road, Suite 225, Atlanta, GA 30319
