As a Co-CEO and Financial Advisor at Southern Point Investment Partners, I am entrusted with primary responsibilities such as client development and providing comprehensive financial advising and planning services. With over two decades of experience in the financial services industry, I have witnessed the ever-changing landscape and the constant need for adaptable solutions. My journey began in 2001, and since then, I have been motivated by my passion for helping people, meeting new individuals, and providing strategic guidance to navigate the complexities of the financial world.
While my educational background lies in marketing, having obtained a bachelor's degree from Valdosta State University, I have always been drawn to the financial industry. I am proud to hear clients commend me for being resourceful and going beyond the traditional scope of financial advising. I work hard to assist them with various aspects of their financial journey, offering solutions and support beyond the typical expectations. This personalized approach has allowed me to build strong relationships based on trust and mutual respect.
In my interactions with clients, I firmly believe that my greatest value lies in my availability. I am dedicated to being accessible to my clients whenever they need assistance, whether it's a phone call or a face-to-face meeting. I understand the importance of being present and attentive, ensuring that my clients feel supported and confident in their financial decisions.
Outside of my professional endeavors, I reside in Hahira, Georgia, with my loving wife, Kelly, and our wonderful son, Kaleb. Family holds a special place in my heart, and I cherish the moments spent with them. Additionally, I am actively involved in the Azalea City Civic Club, the Board of Valdosta Country Club, and contribute to the community through my participation in First Baptist Church. In my leisure time, I find joy in hosting gatherings and entertaining loved ones. I am also an avid outdoors enthusiast, relishing the beauty of nature and engaging in various outdoor activities.