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 through 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.

I am actively involved in my community. I currently serve as the Co-Chairman of the Capital Campaign for Atlanta Classical Academy. In addition, I have served as the President of the UNC-Chapel Hill Atlanta Alumni Club and on the Board of the Metro Atlanta Red Cross. Last, but not least, I have been active in Boy Scouts with my son and have taught a number of merit badge clinics. In my free time, I enjoy fishing and hiking with my wife and three children in the Appalachian Mountains.

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, 2024, 2025The 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.

• Private Wealth Advisor
• Senior Portfolio Manager

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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
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• WV

I joined UBS in 2011 and The Respess Team in 2014 after gaining invaluable years of experience working with advisors in New York, Washington D.C., Sarasota and Denver.

With our clients, I focus on exceptional service while being responsible for all administrative, operational and compliance functions of our team. I attribute much of my success to being proactive and diligent and am gratified by the long-term, solid relationships developed with clients and their families as a result.

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 achieve their 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.