Born and raised in a small South Carolina city, and following earning bachelors and master's degrees, I moved to Washington, DC to work for a US Senator. This experience taught me to work with people of all backgrounds to solve problems. Following my marriage, my bride and I moved to Beaufort, SC where I led two departments of the local county government. Wanting to further educate myself, I earned an MBA, with honors, and completed over 30 hours of accounting courses. This led me to work for a local CPA firm where I prepared tax returns, monthly financial statements and payroll. Later I became finance manager over a hospital's physician group, and subsequently controller over a private business with four units. These experiences provided me with a great foundation from which to serve my clients.
As a child, my family did not save for the future, so I saw firsthand the consequences of not having enough money to pay for college and fund my parents' retirement. I do not want others to experience this life. Every morning I love going to work, so I am not sure this is really a job. My objective is to educate clients so that they understand their money and help ensure they meet their financial goals. From preparing for and living in retirement, to education savings, to protecting one's assets, I work with individuals and businesses. I want to know what's important to them, and I use a proven process to tailor-make a portfolio to help reach their goals. Ideally, I get to personally know my clients and their families.
I enjoy giving back to my community and am involved with my local and state communities as I serve on three boards, all of which affect children. I am chairman of the SC Public Charter School District, serve as a board member of Youth Mentors of the Pee Dee and as a member of the Francis Marion University Alumni Affairs Board.
My wife and I have two children, a daughter entering her college freshman year, and a son who is a high school sophomore.
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