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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Investments
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 license - General Securities Representative Exam
  • Series 66 licensed - Uniform Combined State Law Exam
  • Licensed Lfe Accident and Health Representative
  • CERTFIED FINACIAL PLANNER (tm)
  • Master of Science from University of Southern California
  • Bachelor of Science from California State Polytechnic University at Pomona
  • Formerly licensed as a Professional Engineer in NM and ID

Education

  • BS Mechanical Engineering, California Polytechnic University, Pomona, 1985
  • MS Mechanical Engineering, University of Southern California, 1989
  • CFP (R) Cerification Curriculum, The American College, 2006

Professional associations

  • CERTIFIED FINANCIAL PLANNER (tm) Board of Standards

Previous experience

  • Engineering Manager, Kemet Electronics, 2001-2003
  • Senior Engineer, Procter & Gamble, 1999-2001
  • Engineering Team Leader, Corning, Inc., 1995-1999
  • Mechanical Engineer, Merrick & Co, 1990-1994
  • Member of Technical Staff, Flight Control Systems and Integration, Rockwell International, 1987-1990

Community participation

  • Former Stewardship Chair on the Vestry of Holy Cross Episcopal, in Simpsonville, SC.
  • My wife and I are active participants in Greenville and Anderson, SC charities including the Cancer Association of Anderson, the Anderson County Museum.

Interests

  • My wife and I own quarter horses and are "retired" barrel racers. We now enjoy trail riding on our property in Anderson, South Carolina and other bridal trails near us.
  • We enjoy networking activities in Greenville and Anderson to become better acquainted with our communities.
  • Our daughter lives in France and is the Creative and Development Editor at Wild Project Publishing in Marseille, France. She also is a literary translator currently translating a biography on a French oceanographer, from French into English.
  • My wife and I enjoy touring in Europe with our daughter and her fianc�, Nakita.