Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education

Education

  • B.S. Degree In Civil Engineering from The University Of South Carolina

Awards & recognition

  • Ameriprise Circle of Success, 2012

Previous experience

  • Financial Advisor Vice President, Wells Fargo Advisors, Columbia,SC, 2005-2010
  • Investment Representative, Edward Jones, Irmo,SC, 1994-2005
  • Structural Design Engineer, Vulcraft, Division of Nucor Steel, Florence, SC, 1988-1994

Community participation

Member of Riverland Hills Baptist Church,Irmo SC, ordained as Deacon in 1999.

Christian Businesssmen's Connection, Active Member, Columbia, SC

Member, Chamber of Commerce, Irmo, South Carolina

Interests

Married - Wife Lisa

2 Sons- Brad (1991) & Adam (1996).

Reside in Chapin, SC

I enjoy hunting, shag dancing with Lisa, fishing, boating on Lake Murray, playing tennis, gardening, USC sports, Nascar racing, and tree farming.

Family enjoys snowskiing annually in West Virginia.

My photos

3 albums
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