PROFESSIONAL PROFILE

I have a Bachelors degree in Industrial Engineering from Georgia Tech and an MBA from Georgia State University. I joined Merrill Lynch in 2005 after an extensive career in international business.

This experience demonstrated the value of a disciplined approach and a customized solution for the unique needs of each situation. Whether I am working with an individual, family, or business, I am focused on serving client objectives and mitigating risk. I'm a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I'm also a Chartered Retirement Planning Counselor (CRPC®). I'm Series 7 and 66 registered and I hold insurance licenses for life/health and variable products.

I live in Atlanta with my wife and two Labrador Retrievers. I'm a member of Peachtree Hills Civic Association, Intown Community Church, Buckhead Club, Peachstate Porsche Club, and Cycleworks Cycling Club.