Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

  • B.A., English Wofford College, Spartanburg, SC

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • Registered Representative, AXA Advisors, 1995-2005, Columbia, SC, 10
  • Financial Advisor, Merrill Lynch, 2005-2009, Columbia, SC, 4
  • Registered Representative, MetLife, 2009-2016, Columbia, SC, 7

Community participation

* Past board member of Saluda Shoals Foundation (2013-2016)

* Past Board Member of Palmetto Health Children's Hospital

* Past Executive Committee Member for Champions Society of PRISMA Health of Midlands Children's Hospital (2018-2021)

Interests

* Mental & Physical Fitness

* Film & Literature

* Outdoor Activities

My photos

1 albums
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