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
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

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