Beau is an Atlanta native that attended the University of Georgia where he earned a business degree in Risk Management and Insurance. He has over 25 years of experience as a financial advisor helping clients and their families make objective decisions when it matters most- planning for retirement, paying for college, passing assets on to the next generation and more. The financial crisis of 2008 was a turning point in Beau’s career. The crisis led Beau to look at independent custodians like Charles Schwab that were not impacted by the financial crisis and only worked with Registered Investment Advisors (RIAs). RIAs have a fiduciary duty to their clients, which means they have a fundamenta