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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Atlanta Office

Atlanta Office

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Madison Office

Madison Office

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Columbus Office

Columbus Office

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Our Blog
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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contributions to retirement plans and access to those funds earmarked for retirement...

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Farewell to “Transitory” 2022

Farewell to “Transitory” 2022

Bidding farewell to 2022 is less about being glad it is over or behind us and more about being thankful for the year...

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Staying The Course

Staying The Course

Watching headlines about stock market tumbles, temporary trading halts, and further spreading of the new coronavirus can create...

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