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Founder & President
CFP®, CKA
Broker Affiliation: None/NA
Languages: English
My approach is grounded in faithful stewardship, personal relationships, and more than 30 years of experience as a CFP® professional. I believe in taking the time to understand each client's goals, values, and priorities, then developing practical, tax-conscious strategies tailored to their needs. By managing our investment strategies in-house, we seek to minimize unnecessary layers of fees while providing disciplined oversight, objective advice, and a long-term commitment to each client's financial well-being.
Business Owners, Executives, Professional Athletes
Business Sales and Succession, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
At Weaver Capital Management, we believe in faithful stewardship: helping individuals and families wisely manage, protect, and purposefully use the wealth entrusted to them. As a CERTIFIED FINANCIAL PLANNER™ professional for over 30 years, I have built my practice around this philosophy. As an independent, fee-only fiduciary firm, we provide personalized financial planning, disciplined investment management, tax-efficient strategies, estate planning coordination, and charitable giving guidance. We develop and manage our investment strategies in-house, helping clients avoid unnecessary layers of investment fees while maintaining greater oversight and accountability. Above all, we value personal relationships, integrity, and straightforward advice. Our clients can expect proactive communication, thoughtful risk management, and a trusted partnership focused on protecting and growing their wealth while helping them accomplish what matters most.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
Household Income Minimum
$0
Investable Asset Minimum
$1,000,000