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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • Certificate In Financial Planning, University of Georgia
  • Series 7
  • Series 66

Education

  • Clemson University, B.S. Economics minor in Financial Management

Professional associations

  • Rotary Club of Clemson

Community participation

Rotary Club of Clemson Member

Interests

My wife and I both grew up in Greenville, S.C. and are proud alumni of Clemson University. Outside of the office we enjoy hiking, playing soccer, golfing & relaxing on lake Keowee.