Advisor profile


What you can expect when you work with me

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.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing

Qualifications

  • Series 7, 6, 66, & 63
  • Life, Variable Life, & Variable Annuity Insurance License
  • Accident & Health or Sickness Insurance License

Previous experience

  • Financial Advisor, Morgan Stanley, 10 years (2011-2021)
  • Financial Advisor, RBC Wealth Management, 1 year (2010-2011)
  • Fidelity Investments, 10 years (2000-2011)

Community participation

Interests

I reside in Mount Pleasant, SC with my wife, Tricia, my two children, Briged & Callan, and my two dogs, Sunny & Ollie. In my spare time I enjoy boating, fishing with my son, and watching my daughter's volleyball teams.