I have been a financial advisor since 2016 and absolutely love my work. Through this amazing profession, my team and I have been able to touch people's lives and truly make a difference to their family tree. We are dedicated to providing clients with the highest level of service while partnering with them over their lifetime to provide simple and effective strategies for building and transferring wealth.

We begin by defining what's most important to you. Then, through an established process, we build proven strategies around the goals that you have set. We stay in contact regularly with our clients, and partner with their team (attorneys, CPAs, realtors, etc.) to be sure they stay on track to reach those goals. We genuinely love our clients and love the opportunity to serve them.

A little about me: I am married to my bride of eight years, Lauren, and we have two sons, Hunter and Fletcher. We enjoy the beach, traveling and watching our boys grow! I like golf, exercising, volunteering, playing guitar and getting outdoors.

My branch office administrator, Rachel, has years of experience and provides you with the highest level of service. She is married to her husband, Josh, and has a son and daughter, Dillon and Emily. She loves concerts, the beach and getting outdoors!

What is important to you is important to me. It's a privilege to serve my clients each and every day. Give us a call to see how we might help.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Golfing
  • Hunting
  • Traveling

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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