I have always had a passion for helping people, and financial planning allows me to make a meaningful impact in my clients’ lives. As a fourth-generation professional in the industry, I’ve seen firsthand how thoughtful financial strategies can create long-term security and success for individuals and families. That experience inspired me to pursue a career in financial planning, where I help my clients navigate life’s financial complexities with confidence.

The most rewarding part of my role is seeing the peace of mind that comes with a well-structured financial plan. Whether it’s preparing for retirement, protecting loved ones, or building generational wealth, I take pride in helping my clients make informed decisions that align with their goals. I believe that financial planning isn’t just about numbers—it’s about empowering people to take control of their future.

I grew up in Charlotte, NC, and still call it home today. When I’m not working with clients, you’ll likely find me on the golf course, staying active, or spending time with my wife, Alex, and our two dogs, Beau and Toby.

Education

West Virginia University