I have been a financial advisor since 1992 and have served individuals, businesses and institutions as an employee of several national and regional financial institutions. I have advised clients ranging from individuals just starting out in their careers to owners of public companies with $100mm+ investable assets.

I graduated from the University of South Carolina with a Bachelor of Science in Business Administration-Finance in 1991. I have achieved numerous designations over the course of my career including my current Certified Exit Planning Advisor designation. I’m a voracious reader, a “student of the game” of everything in life including finance, and enjoy learning every day.