I am a managing partner of Benedict Financial and a member of the firm’s investment committee. Within the firm, I focus on the application of independent research within clients’ portfolios. I also create retirement income and estate plans to help protect clients against the multiple risks that face them in retirement, while creating a smooth transition to the next generation(s).
I am a native of the Atlanta area. I currently live in Sandy Springs with my wife, Sharon, and two daughters, Megan and Kate. I attended Berry College on a Presidential Merit Scholarship. While at Berry I received a B.S. degree in Business from the Campbell School of Business and was awarded the Earl Roberson scholarship for outstanding achievement in Economics. My post graduate studies for the CERTIFIED FINANCIAL PLANNER™ designation were completed at Oglethorpe University.
My interest in the financial markets started at a very young age. I purchased my first security when I was only 17 and have been hooked ever since. It proved more difficult than I expected to start a career in financial planning without taking a position with one of the large sales oriented banks or other financial organizations. Fortunately a friend referred me to a fairly small independent firm named Benedict Financial Advisors, Inc and Phil offered me a position to join the team. It has proved an ideal opportunity to grow within an independent planning office with Phil as a mentor. I believe Benedict Financial is structured in a manner that places the firm on the same side of the desk as the client. I enjoy the ability to apply independent research that the firm selects in our long-term investment strategies.