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

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
30
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

  • Forbes Best-in-State Wealth Advisors, 2022
  • Ameriprise Circle of Success, 2018 - 2021
  • Barron’s Top 1,200 Financial Advisors, 2014-2016

Previous experience

  • Wells Fargo Advisors, 1992-2017