After graduating from LaGrange College in 2011, Sidney pursued his dream of
helping good people live a better life. By 2014, he earned the title of Financial
Planner. Sidney makes an immediate impact in the lives of his clients by
developing a financial life plan that empowers them to live more inspired lives.
In 2015 and 2016, Sidney was nominated for Financial Planner of the year; an
award he proudly earned in 2017 while being ranked within the top 2% of
planners within the Fortune 500 firm.
Sidney’s belief in education led him to earn the Certified Financial Planner
(CFP) designation, the Chartered Financial Consultant (ChFC) designation, and
the Registered Life Planner (RLP) designation from the Kinder Institute of Life
Planning. Upon earning the RLP designation Sidney has fully embraced his role
as a Financial Life Planner where he partners with clients to help them align
their financial realities with the lives they aspire to live. Sidney works tirelessly
to provide peace of mind and freedom to his clients– namely the freedom to
pursue life’s passions, wherever they may lead.
Sidney also believes strongly in serving the community and works with youth
to empower them to live more inspired lives. Much of this work has taken place
on the foundation that sports and athletics can help build confidence and
bolster the role of teamwork and citizenship.
No matter your needs you will find Sidney to be a trusted advisor who
empowers you to reach your financial life goals.
After graduating from Purdue University in 2011, Kimberly and her husband Paul moved to Georgia from Indiana. They share in raising their beautiful daughter, Lilianna. Kimberly brings a breadth of organizational leadership and supervisory experience to our growing firm. She joins the DWS family, after nearly a decade of supporting a multi-advisor group at MassMutual. Her assistance streamlining business operations allowed the team to increase revenue and earn recognition as conference qualifiers amongst company peers.
Kimberly is responsible for implementing new operational and HR processes, event coordination, and client relationship management.
Before joining our team, Shaun worked with Cetera Investment Services as a Financial Advisor, where she continued to build upon a decade long career in financial services. Shaun holds both her Bachelor’s and Master’s Degrees in Accounting and has a deep understanding of the role tax planning plays in the context of your overall financial plan.
During her spare time Shaun coaches girls basketball, actively serves in her church; enjoys reading and spending time with her family.
Associate Financial Planner
Certified Financial Planner (CFP)
XY Planning Network (XYPN)
Financial Planning Association (FPA)
Kinder Institute of Life Planning
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