A Chapel Hill native and father of four, I love calling the "southern part of heaven" home. I'm passionate about serving clients in an unbiased fashion with the support of my assistant and back office. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.

Specialties: Working with successful individuals, business owners, and retirees; offering fee-based investing, socially responsible investment portfolios, annuities, retirement plans, 401(k)s and more.