As a financial advisor, partnering with my clients and their families to achieve their financial goals is my passion. There are only two financial outcomes possible in life:
- Your money outliving you
- Or you outliving your money

My passion is for my clients to live the way they want to, not the way they have to. We do this by listening to you to understand your unique needs and then implementing a custom strategy tailored to you and your needs. When you partner with us, you will know why we recommended the strategy, how it works and how much it cost.

I have been married to my beautiful wife, Shannon, for 13 years, and we love living in Florence with our three children, John Mark, Sarah and Abigail. In our spare time, we enjoy spending time with the kids outside, playing in the yard and taking walks around the neighborhood. We are active members of Hoffmeyer Road Baptist Church and graduates of Francis Marion University. I am also a member of the South Carolina Chapter of Sons of the Revolution and the Huguenot Society of South Carolina.

I look forward to meeting you and your family and serving you in achieving your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Fishing
  • Gardening
  • Golfing
  • History and Museums
  • Hunting

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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