I started Prana Wealth as an alternative to the big-box brokerage houses and pretentious firms that cater to the ultra-wealthy. Building this firm is my way of “walking the talk” by pursuing the work I love on my terms, just as I encourage my clients to do.
I feel incredibly lucky to come to work every day and help people build more confident, financially secure lives.
This work is about so much more than just money. It’s about listening to people’s unique stories and helping them find the best way to support their journey through life. I truly feel that, financial advice aside, my real job is to have deep, authentic conversations with people about what they want from life and help them figure out how to create it.
My Story
If you’re searching for a financial advisor, I’ve been in your shoes.
I began my career as a mechanical design engineer before I moved into the financial world. During this time, I had the unfortunate experience of working with a “financial advisor” who was, in reality, nothing more than a salesperson. He put me into investments that paid him ongoing commissions and failed to actually help me plan for anything. I was furious.
Simultaneously, I also realized that my career as an engineer was at a crossroads. All the design jobs were being outsourced to China and India at that time. So, after taking a fee-only financial planner out to lunch and hearing her story, I realized that this was something that I was excited about.
It was a career that could give me the opportunity to both do good and do well.
This conversation, combined with the bad experience with my advisor, turned out to be the perfect catalyst for change. I imagined what someone who actually cared about their clients could do in this business.
Since then, I’ve had a passion for this work and have never looked back. Today, I continue to be driven by my love for this profession and the positive changes that this work can create.
I grew up in Rock Hill, South Carolina and made Atlanta home in 1999. I’m a proud graduate of Clemson University, where I studied mechanical engineering. Later, I attended the J. Mack Robinson School of Business at Georgia State University, where I earned an MBA with a major in Financial Planning.
I am proud to be a CERTIFIED FINANCIAL PLANNER™ practitioner along with being a member of NAPFA, the Fee-Only Network and the XY Planning Network.
Currently, I live in Buckhead, Atlanta, where you might see me enjoying a taco at Little Rey, mountain biking at Blankets Creek or catching an Atlanta United match.
I’m a huge fan of Clemson football and love to travel. Over the last several years, I’ve visited Costa Rica, the Dominican Republic, South Africa, Greece and Italy.
Volunteering and community activity also play a large role in my life outside of work. Over the years I have enjoyed giving my time to a wide range of causes, from the Atlanta Beagle Rescue and Atlanta Clemson Club, to the BMW Car Club of America, Ronald McDonald House, Empty Stocking Fund, Hands On Atlanta, Habitat for Humanity, Atlanta Community Food Bank, The Mankind Project and more.
I currently serve on the board of the Estate Planning Council of North Georgia.
