I grew up in small town Florida, where my father was a pastor and my mother was an elementary school teacher. I watched the genuine love my father and mother had for people and knew that I also wanted a career that would enable me to be a part of others’ lives in a meaningful way. I happily fell into finance early on and feel grateful to have survived the journey so far.

In 2001, I started my career with Smith Barney in West Palm Beach, FL, learning from two senior partners who I’m forever grateful for. After a discussion with my wife, Chrissie, I decided to leave Smith Barney in hopes of finding a small-town location where we could raise a family. In 2006, I accepted an offer from Edward Jones and moved to South Carolina. Chrissie and I have two daughters, Abigail and Ada. My girls keep us busy between school, soccer, dance, piano and our church activities.

Our goal is to provide investment solutions tailored to all your financial goals. In short, we attempt to guide families through retirement while reducing stress, taxes and red flags along the way. We choose to surround ourselves with people we genuinely like. I told the team years ago that quality of life and our client's lives would always outweigh profit. We would rather work with fewer people that we can truly know then have a giant client roster filled with people who barely know us. Our goal is to do life together.

The more you care about others, the more you strive to improve for them. We’ve tried to become more efficient over the years and have a refined process. We strive to keep up with our clients lives and the constantly changing environment around them. There will always be something new to learn. Wealth strategies can feel like putting together a puzzle; every completed piece brings a client closer to achieving a goal. For us, it’s incredibly satisfying to complete a puzzle. We live for it.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Socially Conscious Investing
  • Retirement Savings Strategies

My Personal Interests

  • Traveling
  • Sports Enthusiast
  • Cycling
  • Reading
  • Photography

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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