📈Investment management is not planning. Planning is planning.‼️
Do you have a financial PLAN, or do you just have an investment strategy? 🤔
Planning • Investments • Retirement • Estate & Legacy
Protect • Grow • Distribute • Transfer
We love what we do. And we’re pretty good at it, too.
🥇FORBES Best-In-State Top Financial Security Professionals
•2022 (#6 out of 21 named in Georgia)
•2023 (#15 out of 25 named in Georgia)
•2024 (#11 out of 29 named in Georgia)
*Celebrates excellence in comprehensive financial planning that incorporates investments and insurance to meet client needs
*Forbes evaluated advisors based on assets under management, production and premiums, persistency rates, and death benefits. They also looked at advisors who “provide a full client experience” including planning approach and breadth of services.
🥇LSU100: 2019 (#34), 2020 (#76), 2021 (#50), 2022 (#23)
*100 fastest growing LSU graduate-owned or graduate-led businesses in the world
🥇2019 WealthManagement.com Thrive Award
*America’s 200 fastest-growing and most productive financial advisors
🥇2013-2023 NAIFA Atlanta Top Advisor Under 40
*Top advisors in Atlanta under the age of 40
🥇Northwestern Mutual FORUM – 5-time qualifier (2018, 2020, 2021, 2022, 2024)
*Top 1-2% of advisors nationally who earn the highest level of excellence across the vast NM network of 8,000+ advisors