I am a native Carolinian, being born outside of Charlotte and growing up in Greenville, SC. I decided to call Charleston my home after graduating from the College of Charleston. I have been in the financial field my entire career, spending the first 9 years in banking in various leadership roles, most notably as a Private Banker. I helped banking clients with larger assets navigate more complex financial issues and investing. I have been a practicing financial advisor for the past two years, specializing in educating physicians and medical business owners to discover financial freedom as they define it.
I am married to my loving wife, Brittany, and have a beautiful two-year old daughter, Harper. My passions outside of work involve sports, Carolina Panthers and UNC Tar Heels, as well as running long-distances and golf. If I can ever be a resource for you, give me a call and let's connect over coffee.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.