A Transformative Relationship
Before founding FamilyVest, I spent 20 years in banking and portfolio management, highlighted in 2007, when I started and managed Aardvark Market Neutral Fund. Successful, yet unsatisfied, I discovered that my greatest moments come when I work with a family that believes a financial planner would be of little benefit or cost too much. As they see how I can help them achieve their goals and dreams in ways they never imagined possible, the transformation of their doubts into optimism is empowering.
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A seasoned financial professional with over two decades of experience, I hold some of the industry’s most prestigious credentials. The CFA designation binds me to follow the highest standards of ethics in the investment profession. The needs of my clients always come before my own.
Chartered Financial Analyst®, CFA Institute
Certified Financial Planner®, CFP Board
Master of Business Administration, Finance, Georgia State University
Bachelor of Science, Economics, Georgia State University