My mission is to light the path between you and your long-term goals. As a financial planner, my focus is to bring simplicity to your financial world while addressing areas of concern and and assist you in putting practices into place that will help you reach your desired goals, today and tomorrow. The more clarity and simplicity I bring to your financial state, the more time you have to focus on what's important to you.
I have been with Equitable Advisors for over a decade, where our team shares over 125 years of combined experience in offices across the Carolinas. I hold a series 7 registration, as well as a series 66 and have achieved Equitable Advisor's Retirement Benefits Specialist-Tax Sheltered Plans, designation, which certifies my training in the 403(b), 457 and 401(k) markets.
I am a native South Carolinian and a cum laude graduate of the College of Charleston, with a Bachelor of Science in International Business. I live on Daniel Island with my wife, Lisa, and our two young sons, Tripp & Cass. We're often found biking, park hopping, and hanging in the backyard. I also enjoy Golf, Swimming, and volunteering with The First Tee of Greater Charleston.