I'm your local financial advisor in Charleston. Not only do I work and live in Charleston, but I was born and raised here as well. I am an active member in the Rotary Club of St. Andrews (Charleston) and Edisto Chamber of Commerce. I volunteer at the Waring Senior Center where I instruct pickleball and run the audio/visual team at my church. I enjoy spending my time with my wife, Brittany, and daughter, Kinsley, and, when time permits, I also enjoy trips to dive in Florida as a master diver.
I earned a bachelor's degree from the Moore School of Business at the University of South Carolina, where I double majored in marketing and management and double minored in public relations and advertising. In 2020, I obtained my CFP® designation. I have also earned the AAMS®, Chartered Retirement Planning Counselor, and Chartered Retirement Plans Specialist designations from the College for Financial Planning.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
My branch office administrator, Claire Smith, and I focus on helping clients in the areas of retirement planning, investment management and wealth transfer. We want to know what's important to you. We will then use our established process to build personalized strategies to help you achieve those goals and keep you on track for the rest of your life.
In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Every great relationship is built upon the foundations of communication and trust – we encourage you to meet with us and see how we might be of service to you.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Divorce Finances
My Personal Interests
- Scuba Diving
- Personal Fitness
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