picture of a planner

Here to act in your best interests

About me

For more than a decade, I’ve been a financial planner working with a wide range of clients to help them navigate the unique challenges and opportunities that life throws their way. By helping them create a smart plan, they can work toward the rewarding future they hope to achieve. When I’m not at work, I’m running after my three kids, woodworking or exploring the coast.


Chartered Retirement Planning Counselor™


Bachelor of Arts, University of South Carolina

Master of Fine Arts, University of South Carolina

Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016


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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