I began my career as a financial advisor with Edward Jones in the beginning of 2009 after graduating from the University of South Carolina's Darla Moore School of Business where I was on the Dean's List. I became a limited partner with the firm in 2014. I received the AAMS™ (Accredited Asset Management Specialist™) designation* in 2012. I work with families, non-profits and business owners on an individual basis to deliver highly personalized service.

All aspects of our business are aligned to help better understand and meet our clients' unique goals and needs. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns. These include your tax mitigation strategies, estate considerations, wealth protection strategies and charitable giving to tailor a strategy that is appropriate for you and your family.

I'm active in our local community. I was elected and served on Lexington County Council from 2010-2014 and now spend time coaching my children's various sport teams including football, baseball, soccer and basketball. I have three boys, Palmer, Rory and Fitz. I have been married to my wife, Rebecca, since 2011. She is an elementary school teacher. We attend Lexington Baptist Church.

I take great pride in delivering an ideal client experience by understanding and clarifying your expectations and goals before investing any money and keeping you updated as we work towards your goals together.

*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

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Portfolio Reviews

My Personal Interests

  • Coaching Sports
  • Community Outreach
  • Fishing
  • Football
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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