1605 Martha Berry Boulevard NW
Rome, GA 30165
Toll Free: 855-292-6255
My Community Activities
- Harbor House, Board Member
My Professional Approach
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we don’t earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co., in 2015.
I take the time to get to know our client and their circumstances. It is, after all, those issues that will drive their financial goals and help form the framework of their financial plan. As we work together, I’ll ask a lot of questions and carefully listen to your responses. From there, we’ll work to put a plan together, and meet periodically to assess our progress. We’ll also use those meetings as an opportunity to update things and make changes, if necessary.
Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in our Rome, GA, office. I began my financial services career in 2005 and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Joining Bruce Hunter, CFP®, and Jimmy Smith, AAMS®, financial advisors at Benjamin F. Edwards & Co, we formed Hunter, Smith & Wood Wealth Management where our clients know that we’re fully invested in their financial future.
Outside of work, I like to spend time with my wife, Carmen, and our three sons, Huxley, Hixon, and Hendrix. I also am an outdoor enthusiast, enjoy working out and reading. In addition, I’m an avid University of Georgia football fan.
Areas of Concentration
- Financial Planning
- Investment Strategies
- Portfolio Management
- Retirement Planning
- Wealth Management
Education and Credentials
- Berry College, Bachelor of Science Degree in Finance
- CERTIFIED FINANCIAL PLANNERTM (CFP®), 2011
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.