Since 2001, I have worked with clients to help them invest for their future. Working with my client associate, Misty Greene, we offer wealth management and retirement planning services with a high level of personal service.
Located in Charleston, West Virginia, we provide boutique-level investment services guided by in-depth research and managed in a discretionary manner. One of the keys to our success is the high level of dedication to clients and the industry.
Backed by the resources of one of the nation’s largest financial institutions, our unique backgrounds and experience help us provide our clients with a committed wealth management team who takes the security of your assets seriously. In my free time, I enjoy spending time with my wife, Victoria and kids. We spend our time outdoors and participate in many sports.
