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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • Series 7, 66, Accident, Health and Life Insurance

Education

  • B.S. Wofford College, Spartanburg, SC
  • M.B.A. Texas State University, San Marcos TX

Community participation

  • Volunteer, Meals on Wheels - Anderson, SC
  • Member, Grace Episcopal Church, Anderson, SC
  • Treasurer, Grace Episcopal Church, Anderson, SC
  • Treasurer, Anderson Emergency Soup Kitchen, Anderson, SC

Interests

The things I enjoy most are:

  • spending time with family boating, hiking, and being outside
  • being at the beautiful South Carolina beaches with our 6 grandchildren and their parents
  • friends and good food
  • our Welsh Corgi, Dobby
  • reading, especially non-fiction
  • working with clients to help them meet their goals