Nice to meet you
There’s only so much you can learn about a person from a webpage, but here’s a start …
My JourneyI left a large brokerage firm after 12 years because I was frustrated with the Wall Street culture. To me, traditional financial advice is broken, as most advisors focus more on selling products and playing the market than actually meeting client’s needs.
In 2009, I joined Wealthcare Capital Management® (WCM), an SEC Registered Investment Advisory firm. WCM is a fee-only, fiduciary firm that is concerned with doing what's best for our clients at all times. New clients come to me via referral from existing clients and other professionals, and I think that says a lot about who I am and the kind of service I provide. |
Me And Mine
Seeing as I’ll be getting to know your family and life priorities, it only seems fair I tell you a little about mine.
My family is me, my wife Elizabeth and our two mutt dogs Abby and Gracie.
My absolute favorite pastime is relaxing with my family – if I can do that while outdoors, all the better. We love our time together and we also like to live comfortably, so we manage our finances to balance those two desires. We live within our means and our only debt is our home mortgage, which we’ll have paid off well ahead of schedule. We get out to Lake Sinclair every chance we get (with the dogs of course!), and Elizabeth and I enjoy traveling further afield when we can.
These are the choices we make, and I know every family is different. Whatever your financial goals (whether it’s buying a red sports car, sending the kids to college, or retiring early to pursue your passions), we can work together to make it happen.
My family is me, my wife Elizabeth and our two mutt dogs Abby and Gracie.
My absolute favorite pastime is relaxing with my family – if I can do that while outdoors, all the better. We love our time together and we also like to live comfortably, so we manage our finances to balance those two desires. We live within our means and our only debt is our home mortgage, which we’ll have paid off well ahead of schedule. We get out to Lake Sinclair every chance we get (with the dogs of course!), and Elizabeth and I enjoy traveling further afield when we can.
These are the choices we make, and I know every family is different. Whatever your financial goals (whether it’s buying a red sports car, sending the kids to college, or retiring early to pursue your passions), we can work together to make it happen.
Formalities
I graduated from Furman University in 1993 with a degree in Business and Computer Science.
I also serve as a trustee for the non-profit organization, Georgia Eye Bank.
I also serve as a trustee for the non-profit organization, Georgia Eye Bank.
Copyright © 2012, Wealthcare Capital Management®
