White Street is the street that my dad grew up on. It is a street that represents to me the best of America, where a generation persevered and triumphed over economic depression and world war; a street where individuals used their own vision, grit and imagination to provide for themselves and their families; a street where debt was not used to purchase lifestyle; a street where optimistic long-term thinking resides. This is White Street.

I started White Street because I enjoy the business and the process of financial planning; I enjoy helping others achieve financial well-being. I have no minimum account requirements and I am happy to talk with anyone that wishes to improve their situation or would like a second opinion.

For those interested in my qualifications, I have a degree in Finance from the University of Georgia; I am an entrepreneur, having started, owned and operated three businesses over the last 30 years prior to White Street. I have taken and passed the Certified Financial Planner® Board Exam and the Uniform Investment Advisors Series 65 exam and I am a registered investment advisor.

Essentially, the choice of a financial advisor comes down to one primary factor ... trust.   Do you trust your advisor? Do you sleep well at night, comfortable that your advisor works diligently to understand your needs, that you understand your options, and that recommendations are suitable and appropriate for your situation?

At White Street, I never forget that I have to earn your trust every day. It’s that simple.

I look forward to serving you soon ...