I help business owners, professional athletes, and high‑income earners stay organized, on track, and prepared—using a consistent process built for complex lives. My role is to bring structure, clarity, and accountability to every financial decision—so nothing important is overlooked. As a former collegiate athlete, I understand pressure, performance, and transition. I approach wealth management li
ke a team sport: clear strategy, disciplined ex*****on, and constant communication. I serve as the quarterback—coordinating with CPAs, attorneys, agents, valuation experts, investment bankers, and other professionals. If you already have a team, I integrate seamlessly to keep everyone aligned. Clients value me for:
• An organized process
• Proactive guidance through complex decisions
• Team-based collaboration
• Preparation ahead of life, career, or liquidity events
With CFP®, CEPA®, and SE-AWMA®, I focus on helping clients navigate exits, income complexity, career transitions, and legacy planning—so they can move forward with confidence and control. Family-first. Chapel Hill native. Former college basketball player. Always focused on helping clients win the right way—on and off the field.
