Every strategy we offer and every solution we recommend is solely to help you plan for what is most important to you. Once we partner together to understand and define your priorities, we can help you identify measurable financial goals and develop strategies to help you work toward achieving them and staying on track.

There are more options for investors today than there has ever been. Also, there's more information available than ever before. Our clients appreciate us guiding them through the noise and being a true partner in helping them reach their financial goals.

We love what we do and hope it shows. While we may not be the right fit for everyone, we really do enjoy building quality relationships with trust and taking care of families.

I graduated cum laude with a bachelor's degree in business administration from Presbyterian College. I also earned two master's degrees; an MBA from the University of Alabama and a master's with a finance concentration from Thunderbird School of Global Management.

After years of corporate finance, I joined Edward Jones and couldn't be happier being able to help people with a finance background. I also enjoy teaching at Presbyterian College as an adjunct finance professor. I serve as chair of the First Presbyterian Church Foundation and volunteer with the Children's ministry and Loaves & Fishes. Also, I'm a Leadership Greenville Alumni. Our office is a multiple year qualifier for the Financial Advisor Leaders Conference and Managing Partners Conference, which recognizes the top 400 offices in the firm.

I have a beautiful and genuine wife, an inquisitive son who's full of life, a beautiful daughter who is so much fun and another beautiful daughter that is as sweet as she wants to be! We enjoy being outside, especially hiking and Lake Keowee, attending Clemson football games in the fall, reading and being active.

At Edward Jones, we’re focused on you, though. Our firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

If you'd like to see if we can help you and your family, please let us know.