picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner since 2010, focusing on the specific financial goals of my clients and developing long-term solutions tailored to each of their unique situations. In my spare time, I’m all about enjoying family time and pursuing my hobbies of swimming, rounds of golf, reading and playing my favorite sport, rugby.


Certified Fund Specialist®

Chartered Retirement Planning Counselor™


Bachelor of Arts, History - University of Scranton

Visit one of our Locations


13860 Ballantyne Corporate Place

Suite 160

Charlotte, NC 28277


1301 Gervais Street

Suite 405

Columbia, SC 29201

Columbia – Charleston (Appt Only)

170 Meeting Street

Suite 110

Charleston, SC 29401

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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