“What I love most about my job is working with individuals and families to develop financial plans and investment strategies that align with their values and achieve their goals, ensuring a lasting impact. ”
In 2022, I joined CapSouth as an Associate Advisor for the Personal Wealth Division. Alongside the other members of that team, I work with families and individuals, predominantly in the Atlanta metro area, to design financial plans that meet today’s complex needs and to craft appropriate investment strategies.
Prior to CapSouth, I worked in New York City as a Senior Director and Vice-President of Advancement for Redeemer City to City (CTC), a non-profit founded by Tim Keller, that works in global cities. Before working with CTC, I led a private real estate venture in Manhattan.
After living on the Upper East Side in Manhattan for 15 years, Lyn and I moved to Atlanta, where we now live in Peachtree Hills. We also enjoyed living in China for two years and in the southeast region of the US. We have twin daughters, Hope and Emma, who attend Furman University and the University of Alabama respectively. Outside of family and work, I enjoy traveling, playing golf, and listening to all types of music, but jazz in particular.
