picture of a planner

Here to act in your best interests

About me

As a financial planner since 2008, I’m at my best when collaborating with my clients to help them plan for a strong and fulfilling financial future. Outside of work, I keep active with my children going skiing, playing soccer, golfing, and best of all, coaching them in their favorite sports. I may be their coach, but I’m also their biggest fan.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™



Bachelor of Science, Biology - Lee University

Master of Business Administration, - Keller Graduate School of Management

Visit one of our Locations


13860 Ballantyne Corporate Place

Suite 160

Charlotte, NC 28277

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.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights