Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • FINRA Series 7, 63 & 65, and Life and Health Insurance

Education

  • B.S. Winthrop University

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2001 - 2010
  • Financial Advisor, Investment Professionals Inc., 2010 - 2018

Community participation

  • Travel ball/Showcase Baseball Coach
  • Church League Basketball Coach
  • Hartsville Kiwanis Club since 2010
  • Former Greater Hartsville Chamber of Commerce Board Member
  • Central United Methodist Church Digging Deeper Volunteer

Interests

High school and college sports have taught me invaluable lessons that continue to shape my approach in life. Baseball afforded me a scholarship to play for Winthrop University where I met my wife, Audra. Outside the office you can find me at a sporting event as spectator or coach. Our son plays baseball for West Florence High School and basketball for our church. Our daughter runs cross country and is a middle school cheerleader. I enjoy coaching for recreational leagues and a travel baseball team.