With 17 years of experience as a financial advisor, I believe in a holistic approach to financial strategies that begins by understanding and clarifying your expectations and what's most important to you. We collaborate with your CPA, Estate Attorney, and other Professionals to address the entire scope of financial concerns including:
Investment Strategies
Retirement Income Planning
Asset Preserv
ation
Tax Mitigation
Legacy Strategies
Charitable Giving
We take time to educate you on the strategies and investments we use so that you will feel secure when making decisions. Our team, paired with advanced technology, will assure you receive the most current and comprehensive guidance. Our practice ranks among the top 200 Financial Advisors at Edward Jones. I have been honored with the Edward Jones Managing Partners Award annually for the past four years. This is an honor reserved for the firm's top 400 financial advisors. I earned a Master of Business Administration (MBA) in 1999 from Clemson University. I received a Bachelor of Science in Mechanical Engineering in 1997 from Clemson University. My wife, Anslie and I have one son, Holden, who is 19. I enjoy traveling and golf. I actively support the Cancer Association of Anderson. I previously served on the board of visitors for Anderson University and I am a past volunteer for raising funds for children in need through the YMCA. Member SIPC.
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