What is a personal story? Every individual has one and they are all different and unique. One of the things I love most about my job is developing relationships with people, listening and learning their stories.

In my practice, I value getting to know you and having a personal relationship with you. I use an established process to develop individual custom strategies based on your personal story. It all starts with one question: What is most important to you? I then design an individualized strategy to help you achieve your lifetime financial goals, protect those goals and provide you the time and freedom to focus on what’s most important to you – now and in the future.

My branch team members, Shannon and Ellen, will provide you with personalized and prompt attention. Their professionalism and combined skills consistently result in an overall exceptional client experience.

Before we dive in, let me tell you a little of my story. I was raised in Charleston and love the Lowcountry lifestyle. I enjoy the beach, exercising, volleyball, tennis and music. I currently play drums for my church orchestra and serve on the Wando High School Chorus Board. My wife, Kimber, and I have four children, two cats and a dog named Baxter. I am an avid family man and focusing on my family is my top priority!

I studied at Clemson University where I earned a bachelor's degree in electrical engineering. I worked at IBM for 10 years until I realized that I wanted something different. I’ve always had a heart for serving and helping others, so in 1994, I was intrigued and accepted the opportunity to work as a financial advisor for Edward Jones. It was the perfect fit! I continued my education in finance and earned both my CFP® and AAMS® designations in 2002 and 2004, respectively. It’s hard to believe, but I’ve been with Edward Jones for over 26 years and still absolutely love my job!

Are you ready? Tell me your story, and let’s write the next chapter together.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Tennis
  • Music
  • Spending Time with Family
  • Coaching Sports
  • Personal Fitness

Office Information

Office Address

1939 Maybank Hwy Suite E Charleston, SC 29412

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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