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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Intergenerational Planning
  • Saving for Education
  • Business Retirement Plans
  • Insurance
  • Investment Management

Qualifications

  • CMFA® Certified Military Financial Advisor®
  • APMA™ Accredited Portfolio Management Advisor™
  • Certified Military Financial Advisor

Education

  • Criminology, Criminal Justice, Sociology Minor, University of South Carolina, 2003

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • Army Aviation Association of America
  • American Legion Post 0061

Previous experience

  • Investment Advisor, Edward Jones, 4 years, Leesville, South Carolina, 04/01/2016-09/09/2020
  • Broker, Edward Jones, 5 years, Leesville, South Carolina, 12/03/2015-09/09/2020
  • United States Army/Aviation, Major, 2002-Present

Community participation

Carolinas Wealth Management - Community participation photo

After the attack on September 11, 2001, I felt compelled to serve our country and enlisted into the South Carolina Army National Guard. I went on to become a commissioned officer and helicopter pilot. My service includes a combat tour in Iraq, Homeland Security missions on the southwest border, and many stateside responses to floods, fires, hurricanes and assistance to law enforcement with the South Carolina Governor's Counterdrug and Counter Narcotic Terrorism Division.

Interests

My spouse, Leah, and I have two daughters, Ali Kathryn (12) and Emerson (9). I have been active in business and civic affairs in Batesburg-Leesville for many years. This service includes being a member of the Batesburg-Leesville Chamber of Commerce, past president of the Batesburg-Leesville Rotary Club, Heritage Life Member Lodge #138 AFM and former volunteer Firefighter/EMT with the B-L Fire Department.