Founder & President, Wright Wealth LLC
THE STORY: I grew up an Army brat and moved around often, having lived in California, New York, Kansas, Germany, and Texas, where I call home. I went to high school in San Antonio and graduated with a bachelor’s in economics from the University of Texas at Austin. There I received an ROTC scholarship and commissioned as an officer in the Army upon graduation. I served four years on active duty. I served in the 82nd Airborne Division and deployed to Iraq for 15 months in 2007 during “The Surge.” I also served in the 75th Ranger Regiment with a special operations deployment to Afghanistan. After my military service, I moved to the D.C. area and worked in defense consulting while pursued an MBA from the University of Maryland where I also served as portfolio manager for the Global Equity Fund, a student-managed investment fund on behalf of the Maryland Endowment.
Upon earning my MBA, I moved to Atlanta and began a career in the investment industry, where I served six years at Merrill Lynch’s Private Banking and Investment Group, eventually becoming a vice president. I also earned the Chartered Financial Analyst (CFA) designation. Then I joined NovaPoint Capital, an independent Registered Investment Advisor (RIA) in Atlanta, as a managing director. In 2022, I launched my own RIA, Wright Wealth, LLC. People find and work with me when they are seeking expertise, integrity, initiative, and leadership. Often, I work with senior executives, military veterans, and special needs families because I am a member of all three of these focus groups.
Additionally, I am a co-founder of 550 Capital Partners, a veteran-owned venture capital firm that invests in veteran-led startups. I am active in the community; I serve as the president (as of July 2022) of the U.S. Army Ranger Association and as an elder at Piedmont Church in Marietta. I am a past director of the Northeast Cobb Business Association (NCBA) and was awarded Business Person of the Year in 2019.
WHY I CHOSE TO LIVE IN COBB: My wife is from Kennesaw, and my family lived in Marietta before moving to Woodstock. I love Cobb County, and Wright Wealth LLC is headquartered in Cobb County at The Battery Atlanta.
WHAT DO YOU LOVE MOST ABOUT YOUR JOB? I love my job because I help people achieve their goals and dreams. Yes, financial planning and investing are a part of that, but money is a resource to enable living. My mantra is to serve others not as a task, but as a purpose. So, I take a servant leadership approach to financial management by helping people define their goals and providing the hope and direction for them to achieve them.
LEISURE TIME: In my free time, I am either spending time with my wife, Laura, and our two children, Kaitlyn and Jacob, or I’m working out in the gym or at a triathlon.
BEST ADVICE: Know what your vision for yourself is and bet on yourself to get there. Almost every good life and career move I’ve made required somewhat of a step back to make three steps forward later on.
WHAT’S NEXT? Next is to continue to build a team and culture of servant leadership in financial and investment planning at Wright Wealth.
Two Ballpark Center, 800 Battery Avenue SE, Suite 100, Atlanta, Georgia, 30339 • 470. 607.0441 • wrightwealthllc.com
