I am a managing partner of Benedict Financial and a member of the firm’s investment committee. Within the firm, I focus on the application of independent research within clients’ portfolios. I also create retirement income and estate plans to help protect clients against the risks that face them in retirement, while helping create a smooth transition to the next generation(s). I enjoy the ability to apply the independent research we select to our long-term investment strategies. I am native to the Atlanta area and currently live in Sandy Springs with my wife, Sharon, and two daughters, Megan and Kate. I attended Berry College on a Presidential Merit Scholarship. While at Berry I received