Our branch in Travelers Rest, South Carolina serves individuals, families and business owners in Greenville and throughout the upstate. I am a seasoned financial advisor with 14 years of experience in helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.

I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. I also work with retirees and those planning for retirement. I enjoy partnering with CPAs and estate attorneys in complex cases to develop the right strategy for clients.

My path to financial advising began through a life-changing recommendation from my own financial advisor when I was still teaching math. He saw how my background in education and my love for helping others could transfer to a career in financial services. I made the career switch and more than a decade later, I have never looked back! During my teaching career, I learned that the best teachers are those who take the time to understand their students first. That's why my team at Edward Jones invests time upfront in discovering the specific visions and goals of our clients.

Helping people discover and realize their dreams brings me joy. One of the first things I ask is, "What do you want to do?" At first many don't know the answer, but our process reveals the answers. Then, I have the honor of guiding clients through planning, and can celebrate with them as they achieve their financial goals.

I enjoy spending time with my family: going to my son's football games and rock climbing with my daughter. I founded Taylors Elementary Watchdogs, an organization which allows fathers to volunteer at the school.

My senior branch office administrator, Diane, has 23 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on any of our branch office administrators with questions concerning your statement, dividends, stock certificates or your account in general.

We each have our own version of financial success. Help me better understand your version. We'll then go through our 5-step process and together, we will build a strategy that's tailored to your unique financial dreams. What's on your wish list?