I’ve been helping people like you invest and prepare for their financial future for 13 years. Like you, I’ve experienced relocation , job transitions and buying and selling homes. I’ve welcomed people into my life and also said goodbye. Money is a byproduct of these events. When it’s in motion, it’s my job to help you to obtain it and deploy it in a method that is in your best interest.

I started my practice in Ballantyne in September 2009, after moving from Northeastern Pennsylvania. I earned a bachelor’s degree in finance from Temple University and shortly after earned my Series 7 and 66 registrations. In 2013, I earned my Accredited Asset Management Specialist™ designation and in 2019, I earned the CERTIFIED FINANCIAL PLANNER™ certification. While working to obtain my CFP® certification, I completed rigorous educational coursework. CFP® professionals are trained in 70 topic areas and must accrue thousands of hours of experience prior to earning their certification. Some of the principal knowledge areas of the CFP® certification include:

Professional conduct and regulation
General principles of financial strategies
Risk management and insurance planning
Investment strategies
Retirement savings and income planning
Estate considerations

My administrative teammate, Melissa Talley, has been with me since June 2022 and replaced my previous teammate of nearly 11 years. She is happy to serve all your administrative needs and more!

We have clients in 25 states and welcome new clients regularly from all over the United States.

I live in Belmont, NC with my wife, Candace, who is native to the area, Lennon, our daughter who was born July 2022 and our two rescue dogs, Shadow and Artie.

My parents and wife’s family live locally. So, in our free time, we like to spend it with them hiking, enjoying Lake Wylie, traveling to the beach and mountains, skiing, trying to hone my BBQ craft and volunteering with the Catawba River Keeper.

I would love the opportunity to share ideas on how to make the most of your time and investments.

Focus areas

  • College Savings
  • Employee Stock Options
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Divorce Finances

My Personal Interests

  • Outdoor Enthusiast
  • Skiing
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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