Wayne joined Alpha in the summer of 2016, but he found his calling for Financial Planning long before; from personal family experience he understands the benefit of a having a long-term financial strategy in place, as well as the difficulties of reaching financial and personal goals when lacking a strategy. At Indiana University he earned his BA in Finance while focusing on personal financial planning. Upon graduation, he earned his licenses and joined a large brokerage firm. During this experience he quickly found that his personal beliefs aligned much more closely with fee-only planning as opposed to commission based advising. He firmly believes that the best way to serve individuals is to remove the conflict of interest of commission based selling and planning.
Wayne understands that while newspapers and media outlets glamorize financial headlines and ‘hot-button’ issues, the core of a strong financial strategy is weathering the highs and lows of investing. The most important thing investors can do sometimes is to tune out the pundits and stick to their strategy. He works with clients to make sure they have a strategy in place that will allow them to reach their goals, and along the way helps them avoid the pitfalls of making emotionally-charged decisions.
Wayne likes to stay active and so you may seem him around running around Daffin Park or exercising at the Habersham YMCA. He also enjoys playing pick-up basketball at Richmond Hill High School occasionally.
He’s a huge Savannah Bananas fan and is happy he was able to attend quite a few games of their inaugural, championship season. He’s looking forward to next season to see if the Bananas can defend their title, he’ll be at a lot of games so say hello if you see him there!
Wayne also enjoys volunteering at the Humane Society of Greater Savannah. At Indiana University he was the Treasurer of Best Buddies so he is currently looking for an organization here in Savannah to volunteer helping mentally and physically disabled persons, if any clients know of any, please feel free to call and recommend them!