I have a passion for helping others and will work closely with you to determine the best strategies for meeting your long-term desires based upon your needs and goals. My primary focus is building relationships and earning the trust of the people I serve.

Prior to serving investors with Edward Jones, my finance and accounting career gave me the opportunity to work for diverse, multinational companies throughout the United States. At the vice president/CFO level, I specialized in financial planning and analysis, company turnarounds, profitability improvement and strategic planning.

When my wife and I moved to the Charleston, SC area, I sought the opportunity to give back to other people and the community. Since we were Edward Jones clients for 15 years, choosing to become a financial advisor with the firm was a wonderful opportunity. As a financial advisor, I use my business acumen, along with my interpersonal and financial skills, to help serious, long-term investors prepare for achieving their dreams and desires.

We reside in Mount Pleasant and are active members of our church and some of its organizational groups. I am a member of the Chamber of Commerce and a local BNI chapter. After many relocations, we love living in the Charleston area.

If you honor me with the opportunity to serve you, I will work hard to earn your trust and provide exceptional service. Please contact me to discuss your situation and what's most important to you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Personal Fitness
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat 09:00AM - 12:00PM
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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