I’ve spent over 15 years actively trading securities, including stocks, bonds, and derivatives, developing strategies built around each client's goals. As a CERTIFIED FINANCIAL PLANNER™ professional, I build each client's portfolio around a target mix. I choose that mix for the client's goals, time horizon and comfort with risk. Then I review it on a set schedule.

With an MBA in statistical financial forecasting and over 30 years of combined experience in financial planning and law, I’ve built a career around delivering proactive, data-driven investment solutions. My journey started with Time Magazine recognizing my work in financial forecasting for major corporations, and today, I lead Asset Guidance Group, LLC , where I apply these same principles to managing portfolios for individuals and families.

As a principal of Asset Guidance Group, I am registered in Georgia as an investment adviser representative (Series 66; I previously held the Series 7) and bring a broad range of legal and financial expertise to my work. In addition to my role as an investment advisor, I’ve also practiced law for over 30 years, with a focus on estate planning. This legal background, combined with my financial planning credentials, allows me to offer a comprehensive approach to wealth management, incorporating both investment strategy and estate planning.

My work is rooted in a commitment to my clients' best interests. As a true fiduciary financial advisor, I apply my knowledge to help clients protect their assets, navigate market volatility, and achieve long-term financial success. Whether it’s through personalized strategies or helping clients understand the complex relationship between tax planning, estate law, and retirement planning, I bring a holistic approach to every client relationship.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.