
Contact Information
About Me
My professional career began with Ernst & Young in 2007 and I have been a Certified Public Accountant in the State of Georgia since 2010. I have held various roles to assist companies in their financial compliance, including both auditing and financial reporting. After reaching a point in my career where I wanted to provide significantly more value to the clients I served, I decided to pursue opportunities to learn about different industries from within individual organizations to gain a broader understanding of our country's economic system through my accounting background.
In 2019, I decided to pursue a financial planning professionally with a passion for assisting individuals and families with their financial condition. I then passed the CERTIFIED FINANCIAL PLANNERâ„¢ exam in 2020 and registered with the State of Georgia as an Investment Adviser Representative in 2021. Through Inceptive Financial I look forward to empowering my clients to meet their financial goals and dreams.
$120
Quarterly:
$195+
Annual:
$495+/yr
One Time Fee:
$695+
*Fees are subject to change. Contact this advisor for their most up to date fees.
High Earners ($250k - $500k)
Families with Children
DIY Investors
Christians
Young Professionals
Pre-Retirement Planning
Investments
College Savings
Tax Strategies
Real Estate
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.