I joined Benedict Financial Advisors, Inc. upon the completion of the acquisition of Charles Street Asset Management in April of 2021. I was the Managing Director of Moore Colson Wealth Management from 1999-2016. In 2016, I purchased the asset management division and changed the name to Charles Street Asset Management. Prior to this, I was a Vice President of Investments with Smith Barney.

I am a Certified Investment Management Analyst®. The CIMA^® is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.

I am married with two grown children. I earned a B.S. in Business Studies from the University of Nebraska in 1977. I am a member of the Investment Management Consultants Association and have been the featured columnist in several industry publications, such as Georgia Trend Magazine and the Georgia Society of Certified Public Accountants (GSCPA).