Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, 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
28
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

I reside on Folly Beach with my wife Jenny, and 2 sons, Dylan and Jack. 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 & 2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2016

Previous experience

  • Wells Fargo Advisors, 1992-2017