After graduating from Wake Forest University in 2002 with a degree in Finance, I began my career with Bank of America Merrill Lynch, where I spent my first 16 years, the last 5 of which as a member of Robson & Associates. In 2019, I joined Craig as Regent Peak was founded. What excited me most about Regent Peak was its vision of an environment where we could partner with clients with full autonomy to provide advice and guidance, not constrained by a set of policies designed to protect the interests of a large corporation over the families that it served.

In my role as Chief Financial Officer, I am primarily responsible for managing a subset of relationships for Regent Peak. I work closely with these families to understand their priorities and goals as well as their concerns. With those inputs in mind, I work to lay out a path to accomplishing those goals in the most efficient way possible. Whether it be planning for education, income protection, a realistic look at retirement or leveraging debt responsibly, there are many ways to accomplish one’s goals, but it’s my objective to identify the solutions that align best with a family’s particular set of circumstances. I hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

I live in Atlanta with my wife, two daughters and son. When not working, I enjoy time with my family and am an avid golfer and runner. I also serve on the Advisory Board for Back on My Feet, a nonprofit organization that uses running and community as catalysts to help those experiencing homelessness to make meaningful life change.