Eight Ventures Private Wealth Management is a full-service personal finance firm focused on creating wealth through superior investment strategies. Eight Ventures was developed around core principles such as independence and honesty to ensure that our client’s interests come first. Working from a comprehensive, customized financial plan, we seek to be a valuable long-term partner in helping clients achieve their life goals. We believe our firm is positioned to provide everything a customer wants in the investment advisory relationship: a meaningful long-term relationship, trust and superior investment strategies for wealth creation.
According to investment legend David Swenson, investing success requires fascination with markets. Perhaps fascination best summarizes the twenty-year period leading up to the launch of Eight Ventures Private Wealth Management. From commodities trading and stock selection to my present focus on strategic asset allocation, I have consistently achieved strong returns. Those strong returns and the wealth creation they represent provide the impetus to apply these proven strategies in partnership with like-minded individuals and families.
I received a B.A. from the University of Georgia, a Master of Divinity from Southeastern Baptist Theological Seminary, and completed the Certified Financial Planning program at the University of Georgia’s Terry College of Business, one of the top personal finance programs in the nation. Professionally, I have been mentored by a Fortune 500 CEO, served leading executives in key roles, overseen sixty executive branch state agencies, directly overseen annual budgets exceeding $100M and led large teams.
I am married to the beautiful girl I found in sixth grade. Erin is an attorney by training who now serves as Headmaster of a flourishing private school in Atlanta, as well as serving on various boards including the Board of Regents which oversees the University System of Georgia. Erin and I have two children, Isaac and Rachel, for which we are unspeakably thankful and proud. The four of us and the kid’s cats, Geronimo and Dakota, live in a small Buckhead neighborhood. On Friday night, you will find us having family pizza night and on Sunday you will find us at Christ Church Atlanta and playing in our backyard.
- Bachelor of Arts, University of Georgia
- Master of Divinity, Southeastern Baptist Theological Seminary
- CERTIFIED FINANCIAL PLANNER™
- University of Georgia, Terry College of Business Certified Financial Planner Program
- Series 65 – Uniform Investment Adviser Law Securities License
- Series 3 – National Commodities Futures Exam
- Georgia Life, Accident and Sickness Insurance License
- Financial Planning Association