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

  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Insurance
  • Business Retirement Plans
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Licenses: Series 7, 66
  • Virginia Health, Life, and Annuities Producer


  • University of South Carolina, Bachelor of Science in Business Administration


  • Spending quality time with my friends and my family
  • Having an active lifestyle, traveling and visiting new places
  • Triathlons, golfing, basketball, hiking, and snowboarding
  • Acoustic guitar
  • South Carolina Gamecocks football

Awards & recognition

  • Steven Marshall & Associates, Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021