Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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

Qualifications

  • CPA Certified Public Accountant

Education

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

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.

Professional associations

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