Experience

Providence Wealth Systems

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & CEO

  • Mar 2023 - Present

  Atlanta, Georgia, United States Providence Wealth Systems integrates estate planning, asset management and insurance procurement to optimize client outcomes in our proprietary cashflow distribution methodology, the Living Benefit Estate PlanTM. LBEP(TM) integrates and optimizes 3 historically disintegrated planning verticals: - Estate Planning - Asset Management - Insurance



90 West Beef

• Founder & CEO

  • Sep 2022 - Present

  Atlanta, Georgia, United States We procure the best wagyu beef in the world (Akaushi) from the best place in the world - South Dakota.



Top 4 Mutual Insurance Company

• Financial Advisor

  • Aug 2017 - Mar 2023

  Greater Atlanta Area Spent 6 years developing a wealth system to bring about a tangible fiduciary standard collapsing the silos of traditional estate planning, insurance procurement and asset management.


Revenue Analytics, Inc.
• United States
• Software Development
• 1 - 100 Employee
• Director of Client Experience & Change Management Lead

  • Aug 2015 - Aug 2017


Georgia-Pacific LLC

• United States
• Paper and Forest Product Manufacturing
• 700 & Above Employee

• Sr. Associate - M&A

  • Jul 2012 - Aug 2015

  Atlanta, GA



SunTrust Robinson Humphrey

• Investment Banking
• 200 - 300 Employee

• Analyst

  • Aug 2010 - Jun 2012

  Syndicated and Leveraged Finance