With over 20 years of experience through multiple substantial and sustained downturns in the financial markets as a financial advisor, I have an established process when it comes to partnering with individuals and families.

Financial markets can challenge us all. Tax laws change, the economy goes through cycles and global events affect our investment outlook. Given these complexities, I find it most important to first understand what is important to you. I welcome and prefer to work closely with your tax and legal professionals. This process of working with your other professionals allows us to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.

Providing comprehensive wealth strategies involves more than just investment guidance.

I have been helping individuals and families around Landrum, the Thermal Belt area, and across the country since 2002. I established and opened the first Edward Jones office in Landrum in 2003. I live in Landrum, SC, with my wife, Heather, who is a Polk County, NC, native with our two daughters.

I achieved Eagle Scout with six Eagle Palms. I earned a BS and MS in engineering from Clemson University. I hold the Series 7, 63 and 65 Securities Licenses, and life and health insurance licenses. I also hold many professional certifications, including CFP®, ChFC®, CRPS®, CEPA™ and AAMS™. While these designations are optional in the industry, I choose to consistently add new designations to keep my knowledge current and relevant.

We are big on the little things and dedicated to discovering what matters to you and helping you achieve it. Are you looking for personalized service with transparency and simplicity, from a team who will make your financial life easier, not harder?

Contact us to learn about our process and how we could be of service to you and your family.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Woodworking
  • Home Improvement
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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