Over the past 27 years, I have helped families plan how to determine where they need/want to be in life and develop strategies to be their accountability partner to get there. My service model is simple, "always do what is in the best interest of the client with integrity, ethics, and dedication". In 2015, I made an investment for my clients to join forces with other expert planners and start our own firm as an independent, fiduciary financial planning practice. Part of our practice is dedicated to those with special needs and I worked to acquire my Chartered Special Needs Consultant (ChSNC®) designaton to make sure we have the tools available to provide families the best guidance possible. 

I earned my undergraduate and graduate degrees from the University of Georgia, and am lucky to live in Athens. Not just because it is home to the University, but because it's location allows easy travel to my clients across Georgia. Attaining knowledge is crucial. I hold Series 7, 31, and 63 registrations with LPL Financial and Series 66 registration with both LPL Financial and IFG Advisory as well as CFP® certification, CRC® (Certified Retirement Counselor) certification, AEP® (Accredited Estate Planner) and AIF® (Accredited Investment Fiduciary) certification. 

Heather & I were married in 1999, and have two children. Seth was born in 2001 and Natalie was born in 2003. I am a strong advocate to supporting the community one lives, and have served on multiple committees & boards over the past 25 years. 

Firm Description

Highland Trust Partners LLC is an independent fiduciary financial planning pracitce located in Athens GA.  We have dedicated ourselves to helping families with special needs over the years.  We want to be a guidepost to get families to the right place financially and to the right providers for areas of care.

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