Licensed CPAs have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding tax situations. He also holds the unique CPA credential of Personal Financial Specialist (PFS) only earned by CPAs, and it requires additional education, real world experience and extensive knowledge to pass a rigorous exam. A CPA/PFS has an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance. He is also co-author on the soon to be released book, Retire Abundantly. He and his wife, Denise, and their three daughters live in Alpharetta, GA.