When I graduated from Davidson Fine Arts, I did not know my life would lead me to become a financial planner. I lived in three other cities in Georgia, working in hospitality, and moved back to get married in 2008. I graduated from Augusta State University with a degree in Finance and Economics and have a desire to help as many as I can in achieving their financial goals. A personal goal during school was to earn the CFP® certification and in 2020 I passed all the required steps to hold the CFP® certification
I am the founder of Optimal Wealth Strategies, a comprehensive financial and retirement planning firm. We are an independent firm located in West Augusta. Being independent allows us the freedom to utilize the best strategies available without beholding to another agenda. I work with you to build a plan that incorporates all aspects of your financial life. Being fully licensed for investments as well as insurance, I can look at your entire financial health from a 30,000-foot view to encompass all aspects of your personal situation. My knowledge in taxes, investments, and insurance gives me a distinct advantage over many advisors as I can encompass all aspects of the financial world. I am an investment adviser representative of Motiv8 Investments, LLC.
I married my wonderful wife in 2008. We have 3 boys. Our 2 oldest attend EDS and our youngest is still making his presence known at home. My wife has been involved with the Junior League of Augusta for over 7 years and served as president from 2017-2018. She recently became a Pure Barre instructor as well. I currently serve on the diaconate as our church treasurer where we attend at Christ Church, Presbyterian.
I look forward to meeting with you and discovering out how we can help you plan your financial path.
With a Bachelor of Arts in Communications, I always knew that I wanted a career where I could make a difference in other’s lives along with my own. I am originally from Orangeburg, and moved to Aiken to attend U of SC Aiken. With an Associates degree already under my belt, I was able to receive my Bachelor’s a year early with a minor in Studio Art.
I began my professional employment in the financial industry in February 2019. I worked with students and third-party sponsors with billing and invoicing for U of SC Aiken. From there I went to work for ADP as a Payroll Support Representative. I have background knowledge in Social Media Marketing, Customer Service Support, Office Administration, and the basics of HR.
I have been with my partner since April 2020, and just got married in June of 2022! We also have two very spoiled cats. He works in the Funeral Home industry and we both love gaming and board game nights as a way to have fun. On the other hand, I am an adventurous person who loves the outdoors and chasing waterfalls when I get the chance.
I’m happy to be a part of the Optimal Wealth Strategies Team, and to assist with your financial matters.
Investment Advisory services provided by individuals as Investment Advisory Representatives of Motiv8 Investments, LLC, a Registered Investment Adviser. Motiv8 Investments does not provide insurance, tax, or estate planning services. Such services, if provided, are provided by individuals affiliated with Motiv8 Investments in their separately licensed capacities.