Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Wealth Preservation Strategies
  • Insurance
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.A. North Greenville University, B.A. - 2008

Awards & recognition

  • Huddleston & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

  • Treasurer, ReCraft Creative Reuse Center
  • Treasurer, Upstate Fatherhood Coalition

Interests

  • Amateur computer technician. I like to pick the hardware for my personal computer and assemble it myself.
  • Video gaming. I grew up when the original Game Boy and the Nintendo Entertainment System were popular. While I do not have much time to play anymore, I like following upcoming releases and getting together with friends for the occasional video game night.