My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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8
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
  • Christian Financial Strategies
  • Family Finances
  • Charitable Giving Strategies
  • Retirement Income Strategies

Education

  • Masters of Arts, Education, Univ. of South Carolina, Columbia, SC
  • Bachelors of Science, Economics and Finance, Gardner-Webb University, Boiling Springs, NC

Previous experience

  • Edward Jones Financial Advisor, 2017-2026

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

My wife and I lead a small group at Church at Mill in Moore. I also serve as a deacon for our church. We are heavily involved in our children's extracurricular activities. Joshua plays football and baseball at Mountain View Prep and Adalyn rides horses, loves to cook, and as of this Fall (26) she will be playing volleyball at Spartanburg Christian Academy.

My photos

1 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations for retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.