Our Story and Services

At The DESIGN group at Morgan Stanley, our mission is to help you align your financial plan with your values, so you may pursue - and achieve - your unique purpose. As our name implies, we enable you to accomplish your personal goals by taking into account the following key elements of your individual and unique "design":        D rives    E xperiences    S pirituality    I mpact    G enius    N ature Serving as your personal wealth advisor, we focus on helping you articulate your needs and aspirations, as we review all aspects of your financial health. We then work with you to build a comprehensive program that is custom-designed to proactively move you toward stronger levels of financial well-being.Our ultimate purpose is to give you every opportunity to attain your personal and financial objectives, so you may take care of the people you love, spend more time pursuing the activities you enjoy, and make an impact on the causes you believe in most.
Services Include
  • Executive Financial Services1
  • Financial Planning2
  • Business Planning3
  • Divorce Financial Analysis4
  • Estate Planning Strategies5
  • Philanthropic Services
  • Planning for Education Funding6
  • Planning for Individuals with Special Needs7
  • Retirement Planning8
  • Wealth Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Customizing Your Personal DESIGN: 

When we begin to work with you, we will ask you a set of personal and thought prevoking questions to truly get to know you and understand your personal priorities. This will enable us to custom-design a program that helps address all of your needs and desires and has the ability to evolve with you over time. Here is a sampling of the key questions that drive our DESIGN process:

Drives: What excites you? What motivates you?

Experiences: What are the high points and low points of your life? How did they shape you to be the person you are today and/or prepare you for tomorrow? Who are the people in your life who have made a significant impact on who you are today? Why?

Spiritual: How does spirituality affect your financial decision making?

Impact: What arena of life do you hope to make the biggest impact (politics, business, church, economy, charity, other)? If time, money, or education were not an issue, what would you do?

Genius: What do you do repeatedly, successfully, and joyfully? What do you do extemely well?

Nature: What is your personality? How are you hard-wired?

    Our Five Step Client Engagement Model:

    Our Five Step Client Engagement Model:

    1. Discovery Meeting: In our discovery meeting, there are seven areas of the client's total client profile we are trying to understand. These seven areas include values, goals, relationships, assets, advisors, process and interests.
    2. Investment Plan Meeting: At this meeting, we present our diagnostic of your current situation and our recommendations for how we can help bridge the gaps in order for you to reach your goals. This plan forms the foundation for all our work together.
    3. Mutual Commitment Meeting: At this meeting, we decide if we are mutually a good fit for each other. We only want to bring on the clients we feel we can add value to their solution. Should we both choose to work together, we would execute the documents necessary to put your investment plan into motion.
    4. 45-Day Follow-Up Meeting: At this meeting, we help you get organized. We also answer any questions you may have so that you understand exactly what is happening with your money.
    5. Regular Process Meetings: We review any major changes in your personal or financial situation as well as your overall progress toward your long-term financial goals. We will provide you your wealth management plan at our first Regular Progress Meeting so that we can prioritize those areas of greatest importance to you and then begin to address them systematically.

      Working With You

        Community Involvement

        Boys & Girls Club
        North Point Ministries
        JDRF - Juvenille Diabetes Research Fund
        Georgia State University
        University of Georgia
        Children's Healthcare of Atlanta Strong for Life Program
        Peachtree Road United Methodist Church
        LifeLine Animal Project
        Georgia Conservancy
        Chattahoochee RIVERKEEPER
        Cathedral of Christ the King

        Location

        3280 Peachtree Rd NE
        Suite 1900
        Atlanta, GA 30305
        US
        Direct:
        (404) 842-2328(404) 842-2328
        Toll-Free:
        (800) 688-6002(800) 688-6002

        Meet The DESIGN Group

        About Me

        When I first started out in this business in 1998, I aspired to make a difference in people’s lives, what I didn’t anticipate was the amazing impact my clients would make on my life.
        I loved the business side of economics, I loved helping people “succeed,” and more than anything I loved the relationship side of working with families.  Throughout my career I have been surrounded by some great mentors that challenged me to reevaluate my definition of success and how it would impact relationships, legacy and an individual or family’s driving purpose.    
        In 2011, we opted to launch a new team, the DESIGN Group focused on the pursuit of Life on Purpose in Balance.  Our mission is to help families align their values with their finances.  We believe through intentional planning we can help coach a family to incorporate their Drives, Experiences, Spirituality, Impact, Genius and Nature into their own values based financial plan.  Of course, there is no certainty in the road ahead, so we strive to build our plans on timeless principles and truths implemented with discipline that will preserve through the challenges of life.
        As a husband to Tracie, father to Camden, Chase & Kennedy, partner of the DESIGN Group at Morgan Stanley and dedicated man of the community, I am eternally grateful for those who have poured into my story.  I look forward to paying it forward and serving your family as we help align your unique DESIGN with your values based plan.
        Securities Agent: GA, WV, WA, VA, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
        NMLS#: 1282358

        About Me

        My perspective on values-based financial planning has been shaped by my experience of learning from my father as a business owner, from my education, and lastly from a life changing event in my thirties. 
            I would describe my father as a “Family Steward,” which means when he is not at work, his focus has been being with his family.  His successes with veterinary medicine coupled with his struggles in finding a wealth management advocate is what has inspired me to focus my practice on helping other “Family Stewards” to plan to accumulate/preserve their financial wealth.     Coming from a family of three generations of veterinarians, there has always been an emphasis on education in my family.  My MBA and CFP® background allows me to explain complex financial topics in a way that clients can understand and then make sound financial decisions.    

        February 8, 2007 was the day I was diagnosed with type 1 diabetes (T1D).  For my clients, replace T1D with other life surprises: divorce, loss of job, loss of family member, incurable disease, disabled child, etc.  I believe if we can understand our client’s value system and help them match their financial resources to what’s most important to them, then we can try to anticipate life’s wrinkles and together accomplish great things!    
        My commitment to my clients is to be there over time, educating them along the way.  If I can empower my clients to be great family stewards of their money, then I will be fulfilling my purpose.
        Securities Agent: GA, WV, WA, VA, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1265104

        About Me

        From a very early age, I’ve always had a passion for all things finance. I’d dream about the day that I would be old enough to open my very own savings account and balance my own checkbook. I had no idea that before I could reach high school, I would have to balance the checkbook for my entire family after my mother became suddenly ill and the premature passing of my father. Through these and several other life experiences, I’ve come to realize that my interest in the matters of finance is more than just a passion but a gift.

        Each family comes with their own set of dreams, goals and unfortunately difficulties. My gift coupled with my life experiences has uniquely designed me to help clients navigate through the most exciting as well as the most difficult times in their respective lives.

        As a role model to my three younger nieces, the first in my family to graduate from college and the first to receive an MBA, I have to committed myself to becoming a continuous learner and giver.

        In this same manner, I look forward to serving my clients with excellence, integrity & authenticity.
        Securities Agent: GA, WV, WA, VA, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
        NMLS#: 1605673

        About Me

        In my first professional career, I was the clinic director and lead physical therapist at an orthopedic clinic in Alpharetta, GA. It was due to an unfortunate injury that led Jeff Nolde and I to meeting, but he proved to be the most influential patient I came across. Both professionally and personally he became a mentor to me and I officially joined the DESIGN Group midyear of 2017.

        As great an impact as I was making on peoples’ physical health, I kept feeling that the scope of my abilities to impact people in my community could be greater in helping improve their financial health. This was ultimately the catalyst in transitioning into what I feel I was designed to do.

        Like a personal trainer guides you along the way to helping achieve your short and long-term goals, I strive to provide a financial planning framework that potentially allows clients the ability to do the same with their passions in life.

        In my free time I enjoy competitive sports, outdoor activities, and surrounding myself with friends and family. I’m involved in the local community mostly through functions of Buckhead Church. My career is just as enjoyable now that I’m on a team of like-minded individuals, and we look forward to helping empower clients to achieve their goals.
        Securities Agent: GA, WV, WA, VA, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NM, NJ, NC, MS, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, FL, DE, DC, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
        NMLS#: 1744852

        About Me

        As a former collegiate athlete in an individual sport I ironically learned early on that in order to have great success. My coaches, trainers, teammates were all pivotal in helping my teammates and me collectively achieve goals.  This life lesson of learning the value of a team has been instrumental in my transition to the workplace.
        My career began at Bank of America Merrill Lynch, where I interacted with clients, learning the importance of educating clients and delivering an exceptional client experience. It reminded me of my days of working with my coaches in college. If my coach was able to teach me the best techniques, I had the best opportunity to perform at my highest level. In 2014, I transitioned to Morgan Stanley’s Chicago office. I was able to build upon my customer service experience and broaden my financial knowledge. But as much as I enjoyed working at my firm, there was something missing. I wanted to move south to Atlanta. After interviewing with several teams, I was given a referral to meet with the DESIGN Group.
        My role with the DESIGN Group focuses on managing a large part of the operations for our team, including the “On Purpose Spending & Savings Programs,” performance reporting, philanthropic giving, and client communications. Currently I reside in the Buckhead area of Atlanta, where I enjoy spending time with friends and family. I often spend my free time running.
        From Our Team

        2018 NCAA Tournament College Expenses


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