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

Areas of focus

  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Tax Planning Strategies


  • Series 7 - Investment Banking Registered Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident, Health Insurance licenses


  • Coastal Carolina University - B.S, Finance

Awards & recognition

  • North Peak Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • North Peak Wealth Advisors, Ameriprise Client Experience Award, 2022

Previous experience

  • Columbia Threadneedle Investments, 2 Years