Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • LUTCF Life Underwriting Training Council Fellow
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Science in Engineering, Midlands Technical College, Columbia SC

Interests

I am a huge fan of professional sports. Don't be surprised if you see me in full Carolina Panther gear, complete with face and head paint! My love for football comes from my time playing from 5th grade all the way through college. Member of the Gamecock Nation. One of my other favorite pastimes is golfing, I will often play Winding Creek Golf Course, right near my house in Thomasville, NC. I've found a couple of my golf balls from the course in the pond at my farm. All kidding aside, the pond has some fun fishing. It's some of the best largemouth bass fishing I've done. Enjoy Life

Community participation

Board of directors for the YMCA in Thomasville, NC.

Help support South Carolina Law Enforcement Division (SLED)- headquartered in Columbia, SC.

Previous experience

  • SunTrust Wealth Management, 2009-2015
  • Wells Fargo Financial Advisors, 2006-2009
  • Edward Jones Investments, 1999-2006
  • Prudential Securities, 1996-1999
  • Jefferson Pilot Securities now Lincoln Life, 1992-1996