I am passionate about helping my clients proactively reach financial independence. Through a comprehensive discovery meeting, we will review where you are, and where you are looking to go financially. From there, through proper analysis and review, we will create a financial roadmap to help you reach your goals in the most efficient ways that work for you. My goal is to ensure that you have the information and education to be confident in your decisions, and the reasons behind your choices.

I live in the New Bern Area with my wife Emily and our sons David and Carson. We serve in our local church, and throughout our community.