My career as a financial advisor began in 1987 with an investment banking firm in Charlotte, NC. In 1990, I joined Edward Jones and moved to Anderson, SC. I continue to serve our wonderful community, as well as advise clients in more than 15 states.

I lead a passionate practice focused on exceeding the unique expectations of several hundred outstanding families, partnering with them to achieve their financial hopes and dreams. The success of achieving client goals is attributed to more than 80 years of experience of our dedicated team.

We believe it is important to invest our time in understanding what is important to you before you invest your money. We welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including retirement planning, tax mitigation, estate considerations, wealth protection and transfer, as well as charitable giving. Personalized strategies are then developed to help you reach your goals and collectively, our team and Edward Jones will partner with you to keep you on track as the seasons of your life change.

I received my Bachelor of Business Administration degree from Anderson University and hold a Master of Science in management degree from Southern Wesleyan University.

I have served on the boards of Anderson Interfaith Ministries, the Anderson YMCA and the Anderson University Business Advisory Board. Currently, I serve on the Haven of Rest Board and the Board of Visitors for Anderson University.

I am married to my wonderful wife, Susan, and we have three children, Kalyn, Matthew and Evan, in addition to our spoiled 8-year-old Chocolate Lab, Remi.

Susan and I are actively involved in our community, including The Cancer Association of Anderson, The Haven of Rest, Anderson Interfaith Ministries, Outdoor Dream Foundation, The Champions Center, Calvary Children's Home, The Anderson Sertoma Club and New Spring Church. We love calling Anderson home!

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

Office Information

Office Hours

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

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