770-575-5955
I live in Marietta with my two children Miles and Kennedy and dog Fenway. I married the literal girl next door - Cailie, who is my rock. I cheer for all Boston sports except for soccer - call me to go to a Atlanta United Game or try a new restaurant!
Member
Development
Endorsement Letters I've Given
770-431-5120
2859 Paces Ferry Rd SE
Suite 1160
Atlanta, GA 30339
My clients were active in college, and still go to the football games. They own a business to control their paycheck and coach their children. They want to ensure they teach their children and grandchildren how to plan for life’s largest moments.
Company
Endorsement Letters I've Received
Contribution
James DeLaurier
Eli Robinson
Christopher Rowe
Amy Koenig
Garrett Hurst
Sponsorship
I send gifts to clients on their birthdays, primarily to recognize their special day in a fun way. It is labor intensive - I don't just hand out chocolates, but rather use my knowledge of clients to provide a customized gift. Whether its a scented candle or a popcorn kit with a gift card for a movie, lifting the spirits of my clients on their special day is what I want. I get more texts thanking me for the gifts than I do for the returns I deliver or the goals I help clients achieve.
Referral Trigger Response
