Brentwood, Tennessee, United States
I work with hardworking professionals who are doing well—but don’t feel fully organized financially. Most have taken steps in the right direction, but things aren’t always connected. Plans get outdated. Priorities aren’t always clear. And decisions start to feel reactive instead of intentional. I got into this business because I saw what happens when that structure is missing. I come from a family that worked extremely hard, but without strong financial guidance, the outcomes didn’t fully match the effort. That stuck with me. It’s a big reason why I care about helping people make sure their work actually translates into long-term results. My approach is to act as a Personal CFO for my clients. Not in title—but in function. That means helping bring structure, clarity, and consistency to how financial decisions are made over time—not just focusing on one area in isolation. I work with a range of clients—from young professionals building their foundation to more established individuals—but the common thread is the same: people who work hard deserve to live the life they’ve earned. I’m based in Nashville with Peachtree Planning, but work with clients across the country, including many in California. Our team focuses on long-term, relationship-driven planning designed to evolve as life and priorities change.
Prepared daily one-off wire requests as well as tracked and completed capital call requests and distributions for client private investments, 2000 – 3000 on average a month Tracked and pulled together over 5,000 K-1 and other tax forms for clients and our accountant Uploaded client documents and information to fund administrator to maintain compliance Updated cash balance sheet daily for all client accounts and firm fund accounts and reached out to the associated client service representative or operations manager when negative cash balances arose
Supported the Investment Management business unit's investments accounting team in monthly and quarterly closes, as well as assisted in preparing financial statements. Provided recommendations and process improvements to enhance the efficiency of accounting functions and computer systems. Worked with teams from both Morgan Stanley and Eaton Vance to complete month-end closes, consolidation efforts, and reporting processes.
Owner and Operator of Off 2 College mobile car detailing services. Servicing the Pleasanton, Livermore, and Dublin area with car detailing and pavement pressure washing services.