Wealth Management Advisor
I am honored to have over 25 years of experience in the financial services industry including nearly 15 years as a licensed Wealth Manager. Throughout my career, I have guided clients through diverse market conditions, maintaining a steadfast commitment to excellent communication and ongoing support during every phase of their financial journey.
I grew up in Charlotte, NC and a proud graduate of Appalachian State University, I relocated to Charleston in 2009 when I was promoted to manage an office for a Fortune 500 company. In 2016, I transitioned from training and developing new advisors to focus entirely on client service—a shift that allows me to dedicate my expertise to the goal of helping individuals and families grow and preserve their wealth throughout all stages of life.
I hold FINRA Series 7 and 66 licenses and maintain a designation as a Certified Long Term Care Specialist. My practice centers on comprehensive wealth management, including working with small businesses to develop retirement plans for owners and employees. I am passionate about financial education and have spent recent years partnering with a local non-profit organization to present “Taxes in Retirement” seminars at local libraries. This experience in tax planning enables me to help clients customize their asset allocation and tax-efficient investment planning.
On the personal side, I have been blessed to share over 20 years with my wife Casey, and together we are proud parents to our children, Coast and Isla. We love spending time as a family exploring the beaches and outdoor adventures the Lowcountry offers. Our family attends Seacoast Church, which plays an important role in our community life. I am passionate about coaching youth sports, where I help young athletes develop not only their skills but also the values of hard work, healthy competition, and compassion for others.
