What events led you to this career?

Getting laid off from the investment banking industry during the recession of '08 provided me the opportunity to really think hard about what I wanted to do next. I knew I wanted to work with individuals and make an impact in their lives. I reached out to a childhood friend, Thad Gilliam, about his job in financial planning. I ending up taking a job at his company. A year later, we decided to team up and start Verisail. The rest is history.

What do you enjoy most about what you do?

I most enjoy being able to bring financial peace of mind to individuals and families. I often see how finances can be a sensitive and stressful topic. The satisfaction of bringing a clear and concise plan to clients is one of the most rewarding aspects of my job. I love what we do and that's as good as it gets. What a gift.

Clientele:

Retirees, federal employees, corporate executives, sales executives, young families, and small business owners.

Family info:

My wife, Lindsay, and I reside in the Five Points neighborhood of Athens, GA. We enjoy living in a vibrant, walkable community with great restaurants and shops.  We have one son and his name is Landon. He loves art projects, being outside, and playing soccer.

What are your interests outside of work?

Lindsay and I love to travel. Whether it's searching for the next best neopolitan pizza, discovering an off the beaten path beach, or finding that hidden waterfall, we love exploring new cultures and all that it has to offer. I also enjoy endurance sports. Two of my proudest accomplishments are completing Ironman Canada and running a sub 3-hour marathon. I have always loved being outside. On a nice day, you will find me outside; running trails in the mountains, playing golf, or taking beginner fly fishing lessons. I am also an avid Georgia Bulldogs fan. We try to attend as many football games in Athens as possible.