We Offer Financial Guidance
to Veterinarians
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.