Why I do what I do

Chattahoochee Wealth was born out of a simple but important question I kept asking myself: What kind of life do I want to live?

That question goes back to my days at PwC. The work was exciting and intellectually challenging, but the hours and intensity didn’t line up with the priorities I wanted for my life. Even after those long days, I’d still find myself researching investments at night — a reminder that my true interests were always pulling me in another direction.

I made the switch into wealth management, spending the next four years at two different firms. Both gave me invaluable experience, but over time I developed strong convictions — about investing, about planning, and about how clients should be served. And I realized the only way to truly deliver advice with full conviction was to build something of my own.

At the same time, my personal life was changing. After years of Big 4 hours, long nights earning my CFA and CFP, and the arrival of our first child, flexibility and quality time at home became more important than ever.

So I launched Chattahoochee Wealth — my latest attempt yet to stop putting life off until “later” and start building it now. My mission is to help others do the same — align their money with the life they want to live today, whether that means navigating a Big 4 career transition, reclaiming time as a Partner, or stepping into retirement with intention.