Advisor at Piece of Wealth Planning LLC
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I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals.
I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University.
When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.
AUM: 1.00%
Flat: $500+/engagement
Hourly: $250+/hr
Monthly: $450+/mo
Origin Financial
2022 - Present (4 years)
City of Atlanta
2020 - 2021 (1 year)
Piece of Wealth Accounting LLC
2020 - Present (6 years)
Arthritis Foundation
2019 - 2020 (1 year)
Clark Atlanta University
2019 - Present (7 years)
Your Greatest Contribution
2019 - 2019 (1 year)
SignatureFD
2018 - 2019 (1 year)
Piece of Wealth Planning LLC
2018 - Present (8 years)
PricewaterhouseCoopers LLP
2017 - 2018 (1 year)
University of West Georgia
2016 - 2017 (1 year)
PricewaterhouseCoopers LLP
2016 - 2016 (1 year)
University of West Georgia
2014 - 2016 (2 years)
University of West Georgia
2013 - 2016 (3 years)
University of West Georgia
2012 - 2017 (5 years)
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