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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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Charitable Giving Strategies
  • Investment Management

Education

  • B.S, Economics & Marketing, Whitman school of Management, Syracuse, NY

Previous experience

  • Public Affairs Council - Executive Sponsor, Wells Fargo, Greenville, South Carolina, 2022-2025
  • Executive Director - Branch manager, Wells Fargo Advisors, Greenville, South Carolina, 2022-2025
  • Lead Business Growth Strategy Consultant, Wells Fargo Advisors, Greenville, South Carolina, 2014-2022
  • Director - FA Onboarding & Asset Capture Strategy, Wells Fargo Advisors, Charlotte, North Carolina, 2011-2014
  • Director - Practice Management, Wachovia Corp, Greater St. Louis Area, Missouri, 2007-2011

Community participation

Advisory Board Members of Education First / ONTO Cycling, Feb 2022 - Present

Founder - Bicycle Film Festival, it is a charity event supporting the local community, Jan 2020 - Present

Advisory Board Member - The Village Wrench, Mill community Ministries, Jan 2021 - Jan 2022

Interests

Co- Founder - Greenville Cycling Classic, Jan 2024 - Present