Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Wealth Preservation Strategies
  • Insurance
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Master of Science, Personal Financial Planning, College for Financial Planning, Centennial, Colorado – 2021
  • Bachelor of Arts, Communications, North Greenville University, Tigerville, SC – 2008

Awards & recognition

  • Huddleston & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

  • Treasurer, ReCraft Creative Reuse Center
  • Treasurer, Upstate Fatherhood Coalition

Interests

  • Amateur computer technician. I like to pick the hardware for my personal computer and assemble it myself.
  • Video gaming. I grew up when the original Game Boy and the Nintendo Entertainment System were popular. While I do not have much time to play anymore, I like following upcoming releases and getting together with friends for the occasional video game night.