I have extensive experience and enjoy success in serving my clients with their taxes and investments. I have over three decades in the financial services industry, beginning my career partnering with an Atlanta attorney representing clients before the IRS for audit and collection issues.
I started my own practice in 1992 and became an IAR-Investment Advisor Representative in 1997 and a CFP-Certified Financial Planner in 2004. I am passionate about financial planning, wealth management, investing management, retirement planning, estate conservation, tax advantaged investing and helping clients with a wide variety of tax issues. I serve the community of Atlanta, Georgia, all 50 states and have numerous International clients and am a member of the National Association of Financial Advisors.
I graduated from the University of Georgia with a Degree in Economics, Georgia State University with a Masters in Taxation, Georgia Southern University with a BBA in Accounting and Florida State University with a certification as a Certified Financial Planner.
I enjoy hiking, tai chi, traveling throughout the United States and Internationally, visiting State and National Parks, National Geographic magazine(cover to cover), meditating, watching and listening to birds, going on docent led tours at museums, reading, seeing Broadway shows at the Fox Theatre and in NY, going to concerts, viewing live musical performances, taking classes and learning new things. Married to Dawn Clements since 2014. Combined we have four children-two sons, two daughters and a sweet little granddaughter.