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.

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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


  • CRPC™ Chartered Retirement Planning Counselor™


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


  • 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.