​I serves as a “Family CFO” or “Financial Quarterback” for families who need an advisor to help them manage their total financial picture. Typically, the families I work with are specifically looking for help with long-term financial planning but also need an advisor that has a background in tax, estate planning and/or asset protection due to the nature of their financial picture and goals. Many of my clients choose to engage me for both investment management and financial planning; however, I also offer advice only planning. In an advice only planning relationship, someone else (you or another advisor) continues to manage the investments and I provide the financial planning strategies. In both relationships, I am bound by a fiduciary duty and I never receive compensation from a third party for the advice I provide my clients. Most of my clients are located in the southeast; however, even our local clients are opting for virtual meetings. Geography is no longer a limiting factor. I can work with families or individuals located throughout the United States.