Meet Our Team

Welcome To Icon Wealth Management

Icon Wealth Management taps the 30 years of experience our team has, serving individual investors and small businesses throughout the Southeast, to positively impact the lives of the Icon Family --- our clients, actual family, friends and our community at large. Our mission is to incorporate your individual needs, wants and lifestyle goals to help you develop, implement and monitor a tailored strategy for your financial journey. Your success and satisfaction drive all that we do.

The Icon Difference

Comprehensive Strategies

Think of us as your one-stop financial shop. From wealth management to well-thought-out retirement planning, our services address all your financial needs.

Personalized Service

Your financial plan adapts with your changing needs. We help you develop, implement, and monitor a strategy for your individual situation.

Qualified Guidance

Our experienced financial advisor offers insights and strategies for your needs. We provide guidance for investment planning, retirement, and wealth management decisions.