I provide objective advice focused on guiding families toward optimal outcomes in their financial lives. I believe every family deserves a financial plan customized to their personal priorities. I pride myself on simplifying the variety of complex financial affairs for families in order to inform and guide their decision-making processes. Prior to joining Regent Peak Wealth Advisors, I worked for 10 years with Robson & Associates at Merrill Lynch, a high-net-worth wealth-advisory practice, serving families who were at important crossroads.

I hail from Gainesville, Georgia, and followed my passions for business, finance and markets to obtain my undergraduate degree in social science and a Master of Business Administration in finance from the University of Georgia. I hold the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.

My wife, Adrienne, and I live in Sandy Springs and are proud parents to Wyatt and Winona. In my free time, I enjoy playing guitar, traveling, wine tastings and live music.