Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Focus is needed to begin, maintain, and arrive at the proper path to financial independence. Our personalized process and incredible customer service allow us to get to know each of our clients and truly understand their ultimate goals. Only then can we make the appropriate recommendations and strategies for current and ongoing personal, family, and business needs. My financial advisory career began upon graduating from Georgia Southern University with a Bachelor’s degree in Finance in 2007. I also completed extensive post-graduate work in the University of Georgia’s Terry College of Business Financial Planning Program. My background, continuous education, and training have afforded me the ability to help my clients better understand the advice we offer in the areas of investments, retirement planning, life insurance, disability income, and long-term care insurance. Being from Savannah, it's natural that I enjoy boating, fishing, golf, and traveling. I served the greater Savannah area as President of the National Association of Insurance & Financial Advisors, as well as on our church board at St. Paul’s Lutheran Church. My wife and I are currently enjoying the company of our first child, Sarah, now 2 years old. We all live with our 3-year-old black lab, Kitt, on Whitemarsh Island in Savannah, GA.
Certifed Financial Planner
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
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