January 23, 2014
Financial Planning - Peachtree Planning of Tennessee (Executive Team)
I've been building clients through relationships & introductions. I am looking to continue to grow my business & expand the impact that my team has in the Nashville area & beyond.
There has not been much of an affect however our clients are growing more & more concerned about the economy.
Brentwood however we do work with clients across the country.
I work with families and businesses through a group of executives where we become that families'/ business' CFO. We impact them by structuring & prioritizing their financial lives so they can focus on what's important to them.