About Jeff
I have been providing personalized financial advice to individuals and families since 1986. After starting my career with a large firm where I felt there were limited products and services available, I made the decision to form my own registered investment advisory (RIA) firm. This gave me the freedom to offer the holistic, objective advice that I believe my clients need and deserve. Three decades later, I couldn’t be prouder of my team and the firm’s continued dedication to our clients and their financial planning.
Day to day, I oversee the firm’s investment research and portfolio management team and develop its overall investment strategy. I also work directly with clients, helping to evaluate the opportunities, benefits, costs, and tradeoffs of their personal financial and life choices.
In addition, I enjoy sharing my experiences as a frequent speaker and published author. I often cover issues like tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors.
When I’m not helping people plan for the future, I enjoy spending time with my wife, Ashley, and our children and grandchildren. I’m a member of the Atlanta Athletic Club, and I enjoy golf, reading, travel, serving on mission trips, and being involved as a member of Mt. Pisgah United Methodist Church.
- Bachelor’s degree in finance from the University of Georgia
- Master’s degree in financial planning from The College for Financial Planning in Denver
- Financial Planning Association (FPA)
- Fee-only National Association of Personal Financial Advisors (NAPFA)
- Phoenix Group, a national group of wealth advisors who meet periodically to collaborate on industry best practices
Adviser Q&A
Jeff has been providing personalized financial advice to individuals and families since 1986.
Jeff felt that working at a large firm limited the products and services he could offer, so he formed his own RIA firm to provide holistic, objective advice.
Jeff enjoys spending time with his family, golfing, reading, traveling, serving on mission trips, and being involved in his church.
FUN FACT!
Jeff has been providing personalized financial advice since 1986. After starting his career at a large firm, he founded his own RIA firm to offer holistic, objective advice. When not helping clients, he enjoys time with his family, golfing, reading, traveling, mission trips, and participating in church activities.
