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.

I formed this independent practice in 2017. I cherish the privilege of getting to give personalized, independent thought, advice and counsel. I help people solve complex financial problems but also take care of 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 whom I met in 1989 and to get to be a Dad to a couple of spirited teen aged boys and a beastly giant schnauzer named Minnie.

When we get the chance, we love to travel as a family. I have coached over 60 seasons of youth sports over the years, starting when I was in high school. I proudly serve on the boards of Wings for Kids, HALOS and Libertas Academies.