Niagara Financial Advisors LLC
4555 Mansell Road, Suite 300
Alpharetta, Georgia 30022
770-521-4470
www.niagarafinancial.net
- Age: 30
- Education: B.S. in accounting, 1994; M.B.A. in financial planning from Georgia State, May 2001
- Founded the firm: 2001
- Number of employees at the firm: 3 full-time planners, 2 part-time administrative staff members
- Compensation method: Fees and commissions
- Professional experience: An accountant at Arthur Andersen; founded and ran his own CPA firm
- Professional designations: CFP, CPA
- Professional interests: Retirement planning, tax planning, college planning
- Outside interests: Working out, traveling, spending time with family
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