Let's move forward. Together.

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I began my career as a Financial Advisor to fulfill a need to care for and help others. Over the past 25 years with UBS Financial Services Inc., this desire has successfully helped clients manage their wealth throughout good times and bad. I attribute much of my success to my entrepreneurial spirit, and to the fact that I genuinely enjoy helping my clients reach their financial goals.

As one of a select number of Private Wealth Advisors who has completed a rigorous accreditation program at UBS, I am able to provide my clients with a higher level of expertise. I emphasize preservation of capital and total portfolio management, focusing on overall growth of income and retirement income planning.

My bachelor’s degree in economics is from the University of North Carolina (UNC) -- Chapel Hill. After serving as a Lieutenant in the U.S. Air Force, I returned to UNC -- Chapel Hill and earned my M.B.A. in Business Administration.

In addition to my career, I am actively involved in my community. I am a member of the Technology Association of Georgia (TAG), and serve on the Capital Campaign at the Atlanta Classical Academy. I am past president of the UNC Alumni Atlanta Chapter and for many years I was involved with the Atlanta Red Cross. Also, I am a dedicated Cub Scout den leader and devote a portion of my time to the Stephen Ministry. In my free time I enjoy fishing and hiking with my wife, Diane, and my three children in Highlands, NC.

California Insurance License # 4025483

• Barron's Top 1,200 Financial Advisors, 2016
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MO
• MT
• NC
• NE
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WV

I joined The Respess Group in 2014 after gaining invaluable experience working with advisors in New York, Washington D.C., Sarasota and Denver. I attribute much of my success to being proactive and diligent. 

With our clients, I focus on exceptional service while being responsible for all administrative, operational and compliance functions of our team. I am gratified by the long-term, solid relationships developed with clients and their families.

In my spare time, I enjoy spending time with my family, one rescue dog and two very talkative parrots.

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MO
• MT
• NC
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WV

I joined UBS in 2015, and have developed an in-depth knowledge of UBS wealth management solutions to help clients pursue their goals.  I understand that each client is different, and I tailor my approach to meet each client's specific needs.  Our team focuses on laying out clear options and offering straightforward advice and guidance to help clients attain their financial aspirations.  In doing so, we provide clients access to comprehensive financial planning techniques, including topics like retirement and legacy planning.

Our team also provides wealth management strategies, including investment management analysis and solutions. This advice dovetails with each client's financial plan to help them their achieve long term goals.

My professional and educational achievements include:
- B.A., Accounting, Western Carolina University
- MBA, Western Carolina University
- FINRA Securities Licenses 7 and 66 in all US states
- CRPC® - Chartered Retirement Planning Counselor

 
I am a North Carolina native.  I grew up in Asheville and moved to Atlanta in 2022 from Charlotte.  My wife Kaycie and I enjoy spending time with our two young daughters, Piper and Nora, and herding our two faithful dogs, Charlie and Arlo.  In my free time I enjoy playing golf, fishing, and spending time with my family, friends, and loved ones.