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We are a client-focused, fee-only firm with a common sense, long-term approach to investing and financial planning. We believe in knowing our clients personally and developing plans tailored to suit the needs of the individuals and families we serve.
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With more than three decades of financial planning experience, I help people create, implement, and continuously improve a personalized financial plan. My favorite conversations with clients are when I get to tell them to spend the fun budget we created together while they're still able. It's your money, and you should enjoy it! Outside of work, I enjoy being home with my family, following F-1 racing (especially Red Bull/Max Verstappen) scuba diving and golfing. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
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The advisor listed is an Ameriprise financial advisor in Marietta. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients.How will you be brilliant? I can help.I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
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