We Offer Financial Guidance
to Veterinarians
7 Actions To Take When You Want To Own Your Own Practice
We Provide Unbiased Advice to Help You Accomplish Your Life's Goals
What is it like to work with us?
There are no:
Commissions
Account Minimums
Confusing Financial Jargon
Product Sales
I grew up and have lived in the Atlanta area my whole life, moving to Peachtree City, GA in 2015 where I now call home. I have built a career in financial planning as it allows me to use my passions for both education and financial planning in everyday life. Through my work I hope improve the overall well-being of veterinarians by reducing financial stress and improving work/life balance.
I proudly served as a fire direction controlman with Mike Battery 3/14, United States Marine Corps, Reserves based out of Chattanooga, TN from 2010-2015, receiving an honorable discharge. I devote my time outside of work to being with my wife, kids, and dog. I've also developed a talent for building really tall Lego towers and watching Paw Patrol on repeat.
I am also a member of the Veterinarian Financial Advisor Network, a group of fiduciary financial planners serving the veterinary community.
Professional Degrees, Designations, and Certifications :
Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.