Investment Philosophy

"My investment philosophy is rooted in the traditional method and based on more than 15 years of managing money.  Additionally, my practice is consultative, with an emphasis on unbiased, objective advice.  I develop investment plans for sworn employees which match their risk tolerance, investment objectives, and income needs.  This process is formalized by the creation of an investment policy statement.  In this way, the client has a document showing what the parameters are for managing the DROP distribution.  I encourage you to contact me regarding your specific situation.  Successfully managing your DROP assets in conjunction with your deferred compensation plan (457), is extremely important.  I have put together a process that goes a long way toward securing your financial future." 

Qualifications

•  Graduated with distinction from Emory University with a degree in Finance

•  CERTIFIED FINANCIAL PLANNER™

•  Financial Advisor for more than 15 years

•  Manages over $50 million dollars with an emphasis on DROP