Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Insurance
  • Business Retirement Plans
  • Charitable Giving
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Family Finances
  • Investment Management
  • Cash Flow Management Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Series 65
  • Series 52
  • Insurance License: Variable Life and Accident/Health


  • Bachelor of Science in Economics from University of North Carolina, Wilmington, NC

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • Ameriprise Circle of Success, 2018 - 2022

Previous experience

  • Wells Fargo Advisors, 1998-2017

Community participation


I was born and raised in Wilmington, North Carolina where I attended the University of North Carolina at Wilmington earning a degree in Economics. I began my career as a financial advisor in 1996 and moved to Charleston in 1998 to join Wells Fargo Advisors. Soon after, I married my wife Megan and now reside on Johns Island along with our 3 active boys: Garrett, Ian and Joshua. As a family, we are avid soccer players and fans who spend much of our free time outdoors on weekends playing and watching soccer. When not on the soccer fields my boys and I also enjoy playing golf.