Advisor profile


My approach

Striving to make life easier, to provide wisdom, and plan for wealth!

Today, we are bombarded with a constant flow of data from advertising, news channels, the internet, emails, the changing political environment, global economics and tax law changes. Which direction should you take?

That’s where I come in.

My job is to help you cut through all of this data, filter it and create actionable steps towards your stated objectives.

I am passionate about helping clients through this process. I believe in taking an intensely personal approach and thrive on developing strong relationships with clients by fully appreciating their unique circumstances and goals, imparting wisdom from the flood of information, and gaining their support by providing them with guidance aimed at their best interests. This process saves them time, gives them a high level of comfort knowing their financial complexities are addressed and hopefully makes their lives easier.It starts with a complimentary consultation to develop a thorough understanding of your objectives and to provide perspective to the situation your wealth has created.We then gather all your pertinent information to gain a complete appreciation of your current position. From there, I will formulate specific, actionable strategies that will target your objectives within a disciplined structure while allowing for flexibility as circumstances change.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving
  • Insurance
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Lenoir-Rhyne University, BS Business Administration 1993

Interests

  • I am originally from England and travel there once a year to visit family
  • During the summers I enjoy boating on both Lake Wylie, SC and Lake Norman, NC.
  • Throughout the year I also enjoy hiking in the Blue Ridge Mountains with my wife, Vikki, and our dogs.
  • In Charlotte, we have a great YMCA organization and I work out three to four times a week.
  • Our state is so diverse with the mountains, lakes, rivers and beach it is hard to not love living in our area!

Community participation

British American Business Council of North Carolina

  • Past President – 2011 -2013
  • Board Member since – 2008

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2019-2020
  • Barron’s Top 1,200 Financial Advisors, 2015-2020
  • Ameriprise Circle of Success, 1998-2020