Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, Business Administration: Financial Planning, Liberty University, Lynchburg, VA

Interests

I enjoy spending time with my family, enjoying the beautiful Charleston beaches, watching Clemson football games, and baking when I have the chance.

Community participation

We are happy to support the Lowcountry Food Bank by volunteering with them on a quarterly basis.We strongly believe in their mission of helping feed so many across the lowcountry.

  • The Lowcountry Food Bank

Previous experience

  • Client Associate - Merrill Lynch, 2017-2020