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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Charitable Giving
  • Estate Planning Strategies

Education

  • Bachelor of Science, Business Admin. & Accounting/Minor Finance, Southern Wesleyan University, 2003

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • American Institute of Certified Public Accountants
  • The South Carolina Assoc. of Certified Public Accountants

Previous experience

  • Financial Advisor, Edward Jones, 2015-2020

Community participation

  • Leesville Merchants Association

Interests

I have been married for 13 years to my wonderful wife Brooke. We have two children Stella (9) and Baer (5). I adore spending time with my family as much as possible. I also enjoy outdoor activities, golfing and hunting.

My photos

1 albums
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