Connecting families, businesses and organizations to resources and strategies, helping them get to where they want to be financially.
Are you a business owner or part of an organization with employees? Have you taken full advantage of the ERC for all six quarters it's available? Learn more in this eight minute video.
Text or call 434-390-1380
Life is too short to feel anxiety about money.
Confusion is not good. Guessing is not a strategy. You deserve an easy-to-understand, simple-to-follow financial plan that fits your life, giving you more freedom and less stress.
to make smarter financial decisions.
over your financial life.
about your financial future.
This is my story...
My wife Betsy and I made Virginia our home in
1994. We have 3 daughters of our own and
were blessed, through a tragic event, to
have helped raise my niece as well. We all
love the outdoors and the Blue Ridge Mountains near our home in Lynchburg, Virginia.
Drawn to the positive impact I could have, I started my career as an elementary school teacher. When we started a family, Betsy decided she wanted to stay home. Although I loved teaching, I soon realized a teacher’s salary, even with a master’s degree, was not going to afford our family the options and choices we wanted.
My struggle was wanting to make a difference, not just more money. I found my dream career with a math curriculum. I believed in the curriculum, having taught it for five years, and was passionate about the company's crusade; to change math education across the country. I was making a huge positive impact and providing for our family the way we wanted, but soon after joining the company, the family who owned it sold, and things changed.
This started my entrepreneurial journey. We opened our first business in 2006. From there we built two other businesses. Although not always easy, I enjoyed the building process and providing great service, but the business we had were not having a big impact on others.
Then an opportunity to build a financial services business was presented to me. At first I wasn’t interested. In my experience, financial people talked over my head and there was always pressure to buy. But it was different when I sat down with the person who became a mentor. I loved the education he provided and how simply he explained things. I thought, if I could help other families the way he helped us, that would be a great business to build!!
I started my career as a teacher, and in many ways have returned to teaching by guiding businesses, organizations and families through strategies and connecting them with resources to go from where they are to where they want to be financially.
Broker Dealer Securities offered through Cape Securities, inc., Member FINRA/SIPC, MSRB a broker-dealer. OSJ: 1600 Pennsylvania Avenue, McDonough GA 30253 . RIA services offered through Bison Advisors, 140 Cateechee Trail, Suite B Hartwell, GA 30643. Cape Securities inc, and Terra Wealth Management LLC are not affiliated companies. Investments through Cape Securities or RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Connect. My Biz and Bright Point Associates are outside business activities to all securities and RIA business and are not affiliated with securities or RIA businesses. Connect My Biz and Bright Point Associates have a referral agreement in place and compensate representatives for those referrals.
Life Insurance, Fixed and Fixed Indexed Annuities are brokered through Financial Independence Group, 19520 W Catawba Ave Suite 200, Cornelius, NC 28031
Health care solutions including MEC plans, HSA, Health Sharing, and Accident plans are offered through Mighty Well Health, 1880 West Oak Parkway, Suite 103, Marietta, GA 30062