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Client Centered

With the support of my family, I've built my business on a foundation of thoughtful client relationships. And as a proud Georgia bulldog, I've had over 25 years of experience helping clients meet their financial goals. I'm thankful for my community and having the privilege to enjoy what I do and make lifelong connections.

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Our Firm

Our firm has the ability to offer our clients long-term guidance with unbiased opinions that are both purposeful and strategic. Working together, we help our clients tailor a financial plan from an array of products for a truly customized approach. We do this with a humble integrity, the objective of maintaining your best interest at the forefront and with the highest level of respect for your needs.

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Our Philosophy

At Southern Investment Partners, each of our clients has a story, and we understand that every detail within that story matters. As a client of our firm, you will find a level of service that is consistent, purposeful and carried out with you in mind. We realize the importance of your goals, and so we value them as our own, each and every step of the way.

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Custom plans for every stage of life.

Wherever you go, we'll go there with you.

What Matters Most

What Matters Most

Estate plans for you and your loved ones.

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Financial Strategies

Financial Strategies

A sound financial roadmap is just the start.

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Life’s Milestones

Life’s Milestones

Financial advice for every situation.

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