The ability to impact lives has always been my passion. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. I strive to serve clients with an unbiased approach.

I grew up in the suburbs of Chicago. I currently reside in Greenville, SC with my wife and best friend. We have two boys, one girl and a Yorkie. Outside of the office, I am coaching or attending our children's sporting events. We are actively engaged in the ministry at Grace Church. Our oldest son has a passion for music and soccer, our other son loves art and all things Marvel and our daughter enjoys reading and crafts.

I received my undergraduate degrees from Bob Jones University in Greenville, SC. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as my Accredited Asset Management Specialist™ (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Art & Theater
  • Coaching Sports

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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