Empowering clients to live their best life by organizing, building, preserving and protecting their wealth... Now and for generations to come.

To accomplish this vision and to more deeply serve my clients, I earned the CFP® designation. The CFP® designation's focus in estate and income tax planning as well retirement, insurance and investment planning helps me assist clients with complex financial needs.

Clients that realize the most value from our practice generally start with investable assets of at least $500,000 to $1,000,000. We strive to partner with your tax professional to establish a tax savings blueprint. For near-retirees and retirees, that may mean converting taxable assets to tax free and optimizing social security. For high income earners, we'll look to mitigate income tax and pursue tax-free contributions you may think you're ineligible to make. We assist with exploring a variety of unique potential strategies to take advantage of tax-free opportunities and to reduce the total tax you pay throughout your life.

I'm grateful to walk closely with clients during some of their most important milestones. Relationships that started as clients many years ago are now almost like family. My commitment is to help take care of you and your family the same way I'd want someone to take care of mine.

My wife, Allison, and I are grateful to call the Outer Banks home as we raise our daughters, Anna and McKenzie, and our son, Scotty. When we're not coaching or cheering for one of their many activities, we enjoy boating in Jean Guite Creek and serving our community.

It's an honor to serve and lead for the greater good.
- The Outer Banks Community Foundation- https://obcf.org
Director 2014-2020, Treasurer 2017-2018, President 2019-2020

- The Outer Banks Relief Foundation- https://obrf.org
$1 Million Capital Campaign Chair and Director 2018- 2020.

My passion is to help people thrive. It all starts with a conversation. I'm ready to listen.

Focus areas

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

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Sports Enthusiast
  • Sustainability
  • Coaching Sports

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More