About Us

A financial planner, much like the mainspring of a watch, offers the balance, coordination, and precision needed to manage your finances effectively. In addition to financial planning, our comprehensive wealth management approach coordinates various financial components like cash flow, investing, insurance and estate planning to work together seamlessly. This includes partnering with CPAs and attorneys to provide clients with the most comprehensive solutions.

Just as a mainspring powers a watch’s movement, a financial planner with wealth management expertise empowers your financial journey, fostering the longevity and growth of your wealth.

Community Involvement

In January, CPAs, Tax Advisors, Estate Planning and Corporate Attorneys, and Corporate Fiduciaries volunteered for a day at the Solidarity Sandy Springs food pantry. We stocked the shelves, assisted with tasks, greeted families and gave away food.

In the past few years, you would have seen us participating with our clients to raise funds and awareness at the AIDS Walk Atlanta, representing Raymond James at the Atlanta Pride Festival and St. Pete Pride, /and at events for the Point Foundation scholarship fund. You also may have seen us performing in community concerts or marching with the Atlanta Freedom Band at various parades and events throughout Metro Atlanta.

We serve as Chair for the Emory Alumni Atlanta Pride Network, and we are particularly proud of my work chairing the scholarship committee for the Outstanding Student Leadership Award established by Emory LGBT+ Alumni Endowment Fund. Our team members also are a volunteer Ambassador with the OUT Georgia Business Alliance.

Meet Our Team In Atlanta, GA

Our focus is on individuals who seek tax-efficient gifting strategies both during their lifetime and for their legacy planning. We provide advanced tax planning solutions, not only for immediate tax relief but also for the long-term tax implications of your financial decisions. We help you mitigate taxes today and ensure that your financial choices now align with your future long-term goals.