My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Investments
  • Insurance
  • Saving for Education

Education

  • BS, Business Administration, University of South Carolina, Columbia, SC

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Family - Making memories and going on new adventures with my wife and daughter is a constant source of joy in my life.
  • Community - I feel that I have been extremely blessed, and it is important to me that I put in time to help others in my community through involvement with my church and other local charities.
  • Reading - I read constantly, rather it is to gain knowledge or get lost in a good spy novel, and it is a big way that I relax.
  • Sports - Staying active through sports and working out is a great stress reliever for me, and I always enjoying watching my favorite teams.

My photos

2 albums
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