As Owner and Advisor, my responsibilities encompass financial planning, investment management, and overseeing daily operations. I've spent many years in the financial industry, building a practice centered on working through complex decisions with clients and coaching them toward financial independence.
I earned my undergraduate degree from Furman University and my MBA from The Citadel. I also hold my CFP and CLU designations. What drives me is the combination of learning about people and crafting financial plans that provide clarity and focus. Educating clients and helping them work through complicated situations fulfills both my professional goals and my desire to make a meaningful difference. My expertise centers on financial planning, wealth management, risk mitigation, and business planning.
Throughout my career, I've discovered that my greatest strength lies in developing trust-based relationships. This work allows me to help others while maintaining a lifestyle that keeps me present for my family. In 2021, I rode my bicycle across the United States with my daughter, staying available to clients the entire journey. That trip exemplifies how I approach both life and work, embracing adventure while remaining committed to the people who count on me.
Originally from Fort Mill, South Carolina, a small town where neighbors and friends form tight bonds, I now live in Horse Shoe, North Carolina. My wife Nicole and I also maintain a second home in Murrells Inlet, South Carolina. We love the NC mountains and spend considerable time exploring trails and rivers. The SC coast draws us for family gatherings and saltwater fishing, activities that bring us together regularly.
Our family includes our daughters, Morgan and Signe, and our son Rion. This career allows me to be present for my family and travel together, which is tremendously important to me. My hobbies reflect my love of the outdoors. Mountain biking, whitewater paddling, skiing, trail running, and saltwater fishing keep me active and grounded.