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

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Sustainable and Responsible Investing
  • Investment Management
  • Insurance
  • Investments
  • Social Security Retirement Benefits
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • JD – Charleston School of Law, Charleston, SC - 2008
  • BA – French Literature College of Charleston, Charleston, SC - 1996

Interests

  • Spending time with Family
  • Coaching and playing soccer
  • Surfing

Community participation

  • Former Vestry Board Member at Holy Cross Church
  • Surfrider Foundation Member and Donor
  • St. Jude’s Hospital Donor
  • Cruyff Foundation Donor

Professional associations

  • Former Morningstar Investment Services Advisors Council