President
CurrentI have more than 30 years of experience in the financial services industry. In 1988, I received a BBA in Business Administration, with an Accounting emphasis, from Georgia State University. I have held FINRA Series 7, 63 and 65 licenses. I currently hold the FINRA Series 65 license for the RIA firm. I am a CERTIFIED FINANCIAL PLANNER (TM) professional. Areas of experience and expertise are in Financial Planning, Estate Planning, Tax Planning, Investment Analysis and Portfolio Structure, Real Estate as an alternative form of investment and Advanced Life Insurance Design. I have participated in raising more than $100 million of equity in a variety of private real estate-related investment funds.My wife and I celebrate over 33 years of marriage. My wife Stephanie and I have four boys. We have one granddaughter and a grandson on the way! Advisory Services offered through Dyche Wealth Management, Inc., An SEC Registered Investment Advisor Insurance services offered throughCompass Financial Services, Inc.335 North Jeff Davis Drive Fayetteville, GA 30214. (770) 461-8191.