With a passion for helping individuals navigate the challenges and uncertainties that come with retirement, long-term care, and legacy planning, I am dedicated to empowering people aged 50 and above to live their best lives. As an experienced Financial Advisor, I understand the unique financial, emotional, and lifestyle considerations that arise during this phase of life. My mission is to provide practical guidance, expert advice, and personalized solutions to help you confidently plan for your future, make informed decisions, and achieve financial security in retirement. Together, we'll explore strategies to optimize your savings, manage risk, and create a fulfilling retirement that aligns with your goals and aspirations.
◈ Series 7◈Series 66◈Series 24◈Life & Health◈Long-term Care
◈Retirement Benefits Specialist in Tax Sheltered Plans
◈Certified Retirement Education Specialist (CRES)
I am a D.C. native and graduated from Clemson University in 2008. I am married to my wife Whitney and we have three kids: Lilly Grace, Liam, and Lucy.
When I’m not in the office, you can find me traveling with my family, playing tennis, pickleball, or golf.
I absolutely love to coach youth sports. It has been a great way for me to connect and bond with my children. There’s so much about life that can be taught on the field or court. I am currently coaching my daughter’s soccer team and my son’s basketball team. I love our Greenville community and it is a honor to routinely volunteer at Harvest Hope, Soup Kitchens, and Junior Achievement.