About Us
About me
Qualified Financial Solutions To Plan Your Future
As a financial advisor, I partner with individuals, families, and small businesses owners in our community who are navigating the overwhelming number of investment options and the pressures of growing financial responsibilities. My goal is simple: to help you gain control over your finances with actionable, consistent strategies that align with your goals and values.
With over 20 years of experience in business and finance, I’ve worked with Fortune 500 companies including Disney, Turner Broadcasting, Westinghouse Electric, and General Electric. These experiences have shaped my ability to deliver high-level strategic advice with a personal grounded approach.
I hold an MBA from the University of Florida and I am a Certified Public Accountant with two decades of expertise in individual, small business, and nonprofit taxation. Today, I proudly serve as a financial advisor in partnership with LPL Financial, bringing big-picture insights to local clients.
My approach is rooted in mutual respect, honesty, and long-term relationships. I provide personalized guidance in:
Wealth Management
Retirement Planning
- Tax Planning
Education Planning
Long-Term Investment Strategies
I call Atlanta, Georgia home. Outside the office, I enjoy traveling to France, Spain, Morocco, Dubai, and South Africa, where I explore new cultures and perspectives. Also, I’m a proud Star Trek fan—I believe in thinking ahead, embracing change, and focusing on the future. Live Long and Prosper!
Why Choose Ora Wealth Management Group LLC
A Holistic Approach You Won’t Find at Big Firms
When it comes to financial planning, most large firms focus primarily on investments. But true financial security requires more than that; it demands a strategy that brings wealth management, tax planning, and asset protection together under one roof. That’s where we stand apart. With the rare combination of being both a Certified Public Accountant and a Financial Advisor, we offer insights and strategies that go deeper than portfolio performance. Clients value personalized guidance, longterm relationships, and a community-focused approach, a level of care and expertise that national firms simply can’t match.
- Integrated Expertise – CPA + Financial Advisor for deeper
insights. - Comprehensive Planning – Wealth, tax, retirement, and Estate &
Legacy Strategies under one roof. - Personalized Attention – Tailored guidance that adapts to Your unique
goals. - Long-Term Commitment – A valued and qualified partner invested in your
success. - Community-Centered Values – Serving individuals, families, and business
owners with care.
Ora Wealth Management Group LLC utilizes LPL Financial (member FINRA/SIPC) as its custodian.
For more information about LPL Financial, visit www.lpl.com.
Ora Wealth Management Group LLC utilizes LPL Financial (member FINRA/SIPC) as its custodian.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA and SIPC