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.

Focus areas

  • College Savings
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Business Retirement Plans
  • Employee Stock Options

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More