I am currently an investment advisory representative registered with RPA Financial and member of the 3(38) investment committee. I hold the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations. In addition to being a member of the RPA 3(38) investment committee, I support RPA advisors and clients with investment due diligence and large or complex investment situations.Prior to joining RPA, I worked with Ronald Blue & Co. and Ronald Blue Trust for 33 years. I served as Sr. Partner of Investment Management, supporting wealth advisors as well as managed my own clients. I also mentored and provided analytical and investment management expertise to Ronald Blue Trust’s Investment Strategy Group.I joined Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1986. I served as a client manager for seven years, working with financial planning and investment management clients throughout the southeast. As Director of Investment Research, I directed the firm’s fund and manager research, as well as the portfolio design functions. I also handle relationship management duties for institutional accounts.With 12 prior years of data processing and systems consulting experience, I significantly contributed to the implementation and design of the company’s financial planning software and have provided company-wide technical support for investment management since the establishment of the Investment Research Department in 1983.Prior to joining the Ronald Blue & Co., I was with Alexander and Alexander, Inc., an international insurance brokerage firm. As a Vice President, I worked in the Anistics division, which provided risk management consulting services to Fortune 500 companies. I also managed a staff of nine systems analysts and programmers in implementing a time-sharing and batch reporting system for property/casualty loss analysis and claims management.