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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Investment Management
  • Tax Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Life and Health Insurance


  • Coastal Carolina University, Conway SC 1998-2002
  • Boston University CFP pre-requisite Courses 2008

Community participation

I run an annual Charity Golf tournament to benefit the Jimmy Fund, which is part of the Dana Farber Cancer institute.

Chairman of the Board for the SeanStrong Foundation a 501(k) non profit which works making dreams come true for folks with Brain Cancer


Outside of the office, my favorite time is spent my wife Carrie and our 9 year old daughter Reagan. Being from New England I am a huge Boston sports fan. I run the largest Boston Red Sox fan club outside of New England right here in Raleigh. Our group has over 1,200 members and we have received numerous recognition within Red Sox Nation. I also run a men's 30 and over baseball league in Wake Forest, NC. Our league has 8 teams and we play full baseball rules including wooden bats, metal cleats and includes 3 former Major League Players in the league! It helps me to try to stay young.