I empower attorneys to live their ideal life. As a successful attorney, you focus on helping your clients make smart decisions. You invest the time, capital, and energy. You endure the late nights, the tough cases, and log those billable hours. Have you invested the same energy in your own financial freedom? As a CERTIFIED FINANCIAL PLANNER™, I focus on helping my clients understand and organize their current financial situation, clarify their values around money, and free up their time to focus on what matters most. Similar to the legal field, technical knowledge is critical. However, it is only a part of the work. It's imperative to understand what the client's goals are and provide the solutions to meet those goals with clarity and confidence. My path to the financial planning profession was unique. While attending law school I was made aware of the financial difficulties members of my own family were dealing with. I decided to take my skill set and help people in a different way by entering this profession. Through my personal relationships with attorneys I eventually decided to focus my practice on helping attorneys and their families. My wife, a practicing attorney, and I live in Charlotte, NC. We enjoy taking advantage of the city's great proximity to the mountains and nature trails as well as visiting its many breweries. Our dog, Evelyn, loves coming along with us!