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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Series 9
  • Series 10
  • Insurance License: Variable Life & Accident/Health

Education

  • Brown University, Providence, Rhode Island - B.A. Business Management, B.A. Urban Studies

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022 & 2023
  • Alderman, Laney & O'Brien, Forbes Best-in-State Wealth Management Teams, 2023 & 2024
  • Ameriprise Circle of Success, 2018 - 2022

Previous experience

  • Financial Advisor at Wells Fargo Advisors, 1996-2017
  • Professional Hockey Player: South Carolina Stingrays, 1993-1995

Community participation

MUSC Scleroderma Research

East Cooper Community Outreach

Interests

I graduated from Brown University where I captained the Men’s Ice Hockey Team and was named to the 1st Team All-Ivy League Team during my senior year. After playing professional hockey from 1993 to 1995, I became a Financial Advisor at Wells Fargo Advisors where I remained until joining Ameriprise Financial in 2017. I'm a proud father of two children, Hannah & Sean. Out of the office I still find time to play recreational hockey. I also focus time to philanthropic endeavors throughout the Charleston community.