I have been a financial advisor since 1992, my whole adult life, 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. While I am grateful to have worked with many wonderful people and gained wide-ranging experience all those years, in 2017 I formed this independent practice.

I absolutely love being an independent advisor. My business day starts, ends and revolves around my clients. I cherish the privilege of getting to give personalized, independent advice and counsel. I relish the opportunity to help solve complex financial problems but also to serve clients on the seemingly mundane to free them to spend their time on what’s most important to them. I enjoy walking with clients through the challenges of life and seeing them pursue their life goals while growing together in relationship over the years.

I am fortunate to be married to my college sweetheart and to get to be a Dad to a couple of spirited teen aged boys and a beastly giant schnauzer.

When we get the chance, we travel as a family. I have coached over 60 seasons of youth sports over the years, starting when I was in high school. Our family is active in our support of several causes in our community.

I graduated from the University of South Carolina with a Bachelor of Science in Business Administration-Finance in 1991. I’m a voracious reader, a “student of the game” when it comes to the world of finance, and enjoy learning every day.

My Mom, Jo Ann, passed away suddenly at age 41. My family and I miss her every day. She was raised by her papou and yiayia, who had come to America in 1919 from Eptachori in Northern Greece. I want to always remember my Mom, our Greek family and our Greek heritage. Over the years, I have served many people who are older than me and have often asked myself: “What would I recommend for Mom?”

Aletheia is an ancient Greek word that can be translated as “truth, sincerity, openness and disclosure.” My many years as a financial advisor have crystallized my belief that the world needs more of these qualities and that we all should aspire to uphold these qualities every day.