I have more than 25 years of industry experience, and focus my practice on helping individuals make sense of the ever-changing investment landscape. I strive to help clients solve real-life problems and reach their true life goals.
I am a native of Charlotte and after graduating from the University of North Carolina at Chapel Hill, I entered the financial services industry. I pride myself on being a good listener and remind clients regularly of the importance of living, and investing, with intention. I often say, “This is not a dress rehearsal,” and want all of my clients to enjoy the fruits of their labor. I believe that quality of life matters just as much as making prudent investment decisions.
I am married to my lovely wife, Kelly, and we have two children, Parker and Kenley. For fun, I enjoy live music and look for any opportunity to cheer on my beloved Tar Heels. I also fancy myself an aspiring PGA Tour-quality golfer. My scores, however, tell an entirely different story.
