Finn is truly committed to assisting clients in pursuing their ideal work-optional lifestyle. He specializes in helping high net-worth individuals, young professionals, and clients who have concentrated stock positions with comprehensive financial planning, tax optimization, and unique protection strategies tailored to their specific goals/needs. Whether you are dreaming of being financially independent, safeguarding your wealth, or funding an adventure, he is your go-to person for navigating the twists and turns of all money matters. Finn’s passion for being a lifelong learner and helping individuals feel financially secure allows him to offer customized strategies to diversify and protect his client’s interests.
Finn graduated cum laude from Auburn University with a Bachelor of Science in business administration with a major in finance. Finn currently holds his Series 7 license and his Series 66 license (held through LPL Financial). He also holds the Certified Plan Fiduciary Advisor designation and his life/health insurance license. A native of Auburn, AL, Finn grew up in the Auburn-Opelika area and has an unwavering passion for helping the community. He is a donor to the Women’s Philanthropy Board, an ambassador for the Opelika Chamber, a member of the Opelika Young Professionals group, and has conducted multiple financial planning lectures at Auburn University. He was also an executive member of the Auburn Financial Management Association and helped manage a portion of the Auburn University Endowment as an ASIF portfolio manager. From a young age, Finn’s dual passion for making a difference in others’ lives and his love for the world of finance naturally led him to a career in wealth management. Finn has been with Railroad Investment Group for 4 years and helps manage the internal operations as its COO.
During his leisure hours, Finn finds joy in exploring new destinations, attending Auburn University basketball games, staying active through workouts, and cherishing quality moments with loved ones. He is here to be your financial partner, confidant, and guide to embark on a journey toward financial success together.
