I provide financial advisory services to business owners, private equity professionals, and executives navigating complex personal financial decisions and liquidity events.
My work entails partnering with clients to craft personal financial strategy, collaborate with their suite of advisors, proactively look for planning opportunities, and oversee day to day execution of their financial and investment strategy.
Clients count on me to pair my experience with an understanding of them and their families to help develop and maintain a customized, comprehensive long-term plan.
Working as part of the wealth management team, I work hard to stay current with the myriad planning opportunities of which my clients could take advantage. In doing so, I’ve developed a deep passion for the sophistication of these engagements. My clients appreciate that I stay focused on their unique goals and keep them fully informed and confident in the plan we’ve worked to put in motion. I’m guided by the knowledge that each client’s plans are unique and personal, and they deserve customized approaches that reflect that.
Recognized as a resource on financial planning issues impacting business owners and private equity professionals, my insights have been featured in publications including Family Business Magazine, ExecutiveEDGE, Plastics Today, and Waste Advantage Magazine.
I belong to the Certified Financial Planner Board of Standards Inc., the Certified Financial Analyst Institute, and the CFA Society of South Carolina. I earned my B.S. in finance from Michigan State University, where I graduated as a member of the Honors College with high honors.
Outside of work, I enjoy reading, golf, and tackling home improvement projects. I like spending my free time with my wife, our children, and our dog.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
