Surviving the eye of Hurricane Andrew was the adventure I needed in 1992. I jumped out of the plane after my 68-year-old dad, skydiving near DC. The CIA may have rejected me, but at least my Golden Retriever is obsessed with me. I collect hand sculptures.
Member
The Rule of 72 is a rule of thumb to estimate the number of years it takes to double invested money at a given rate of return. I talk to clients in plain English and use simple examples, rather than complex jargon. Courtney wants to retire in 8 years. Before meeting with me, she was unsure whether that was a pipe dream or possible, given her current investment savings of $450,000. Using the Rule of 72, I showed her that with her average annual return of 10%, her money is on track to more than double by then. On top of that, she’s adding $70,000 each year to her investments. Seeing the math laid out gave her confidence that her dream of a stress-free early retirement is within reach. I'm a good referral for your client who is unmarried and spoils her dog. She wants to die with zero dollars left over. Ask her if she had a surprise month off work with no responsibilities, how would she spend it?
InfoMinute
Financial Services | Investment
Financial Advisor
Filing Cabinet
404-895-0937
12705 Century Drive
Suite A
Alpharetta, GA 30009
You'll notice the sunglasses hanging around his neck when my best client steps out of his 2-year-old F-250. He's a partner of his engineering firm, and his status symbols include John Deere, linear feet of fencing, and vacation days spent with his family.
Company
Benito Canales
Matt Valente
Sponsorship
Development
Right now, I’m still the primary point of contact for my clients, and that’s by design. When someone refers a friend or family member to me, they’re trusting me with their reputation — so I’m very intentional about who represents my firm.
When others do step in, whether it’s LPL’s service teams, technology support, or an industry partner on a joint call, they’re there for a clearly defined purpose. They have access to what they need to solve the issue, but they’re not representing the relationship. I am.
Behind the scenes, I’m actively building the systems and processes that will allow me to expand that safely. Any future direct hire will be licensed, trained in our client experience, and operating from a documented playbook, not personal style.
Just like a solid financial plan, I’m designing the business systems for the outcome I want: consistent, high-touch client care even when life happens. I’m planning for continuity, not scrambling for it, even when circumstances become less than favorable. And that’s how credibility stays protected.
Referral Trigger Response
Endorsement Letters I've Given
