As a Lead Advisor at SignatureFD, I partner with successful professionals, business owners, law firm partners, and families to design and execute personalized wealth strategies that bring clarity, confidence, and purpose to their financial lives. I serve as the primary relationship manager for ...more

As a Lead Advisor at SignatureFD, I partner with successful professionals, business owners, law firm partners, and families to design and execute personalized wealth strategies that bring clarity, confidence, and purpose to their financial lives. I serve as the primary relationship manager for clients, leading the delivery of SignatureFD’s integrated planning model across complex investments, tax mitigation strategies, estate planning, wealth transfer planning, risk management, and philanthropic goals.Beyond my professional role, my family and I reside in Alpharetta, Georgia, where I stay actively involved in the community. I coach with the Georgia State Golf Association’s Adaptive Golf Program and serve as a finance committee member for the GSGA Foundation, supporting efforts to expand access to the game and create opportunities through golf.less