The people behind your plan.

With nearly two decades in financial services, Rufus brings a rare combination of military discipline, legal acumen, and deep planning expertise to every client relationship. Since launching his financial planning career in 2007, he has built a reputation for crafting strategies that address the full spectrum of retirement challenges — from income distribution and taxation to healthcare, legacy planning, and the very real fear of outliving one’s assets.

As a Senior Strategist at Path Wealth Advisors, Rufus specializes in retirement income distribution strategies, taxation planning, and college funding — helping individuals and families move from financial uncertainty to lasting confidence.

Clients come to Rufus with their most pressing concerns — Medicare, long-term care, burial planning, legacy goals, and retirement income security. He listens first, explains in plain language, and designs strategies that fit the life in front of him — never a generic template.

His approach is grounded in a simple belief: retirement planning isn’t a product sale — it’s a decades-long partnership. Every recommendation serves the client’s interest first. Every fee is disclosed. Every strategy is documented in language the client can explain to their spouse without a glossary.

Beyond one-on-one planning, Rufus is a committed financial educator. He regularly leads free community workshops across Metro Atlanta on Social Security timing, Medicare enrollment, retirement tax strategy, and VA benefits coordination. He is currently authoring The Zero Factor — a narrative exploration of his P.A.T.H. framework (Plan, Accountability, Tax-Freedom, Harmony) drawn from nearly two decades of client conversations.