Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Insurance License: Variable Life & Accident/Health

Education

  • College of Charleston, B.S. Psychology

Interests

My family and I are all avid paddlers and water sports enthusiasts. I've competed, and continue to compete, in the world paddle championships which requires 32 miles of paddling across the ocean from Molokai, Hawaii to Oahu, Hawaii in the infamous Molokai Channel. I've been acknowledged as an active humanitarian, and presented for Charleston Ted Talks in 2016.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2018 - 2020
  • Barron’s Top 1,200 Financial Advisors, 2014-2016

Previous experience

  • Wells Fargo Advisors, 1992-2017