My wife, Kacey, and I met at Gardner-Webb University. We are the parents of two beautiful children, Joshua and Adalyn. We are members of Church at the Mill where Kacey and I host a small home group. Joshua is heavily involved in athletics and excels at reading and math in school; he's in the 4th grade this year. Adalyn loves to cook, do arts and crafts, and is a very gifted swimmer and has recently discovered her passion for horseback riding. She's excelling in 1st grade this year.

I am a financial advisor with experience working with individuals and families. My primary focus is on helping them transform their financial futures and achieve their personal financial goals, all with a unique approach tailored towards their specific journey. I help individuals identify their primary risks in retirement and structure a process to help them navigate market downturns while helping to pursue their financial goals.

Have you thought about the following:
– If you lost your job today, how much savings do you have and how does this impact your retirement strategy?
– Do you know if your company supports flexible investing, which is becoming more popular in many company-sponsored retirement plans today?
– Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn like the ones we've seen recently?
– Do you know when you can retire and how much money you would need to retire comfortably to maintain the lifestyle you aspire to?

These are some of the many questions that I can help you solve.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Football
  • Golfing
  • Hunting
  • Traveling

Office Information

Mailing Address

P O Box 728 Drayton, SC 29333

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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