About Us

As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that maximize their long-term financial success. Regardless of what chapter you are in life, we help you reach your financial goals through an established process that is tax-efficient and reduces risk.

You can expect to receive:

• Personalized financial advice based on your goals

• Regular meetings to review and adjust your portfolio

• Consistent market updates allowing you to stay informed on the current financial climate

• Online and anytime access to your investments

8 years of experience as a financial advisor.

Education:

• Bachelor of Business Administration at Texas Christian University

• Certified Financial Planner™ Certificate at Southern Methodist University

Personal interests:

In my free time, I enjoy spending time with my wife, Kelsey, and our daughter Emma Claire. We appreciate all of the activities the Low Country offers including, golfing in Bluffton, beach days on Hilton Head Island, and walking through the squares of Savannah. I also enjoy running, playing tennis, and watching the TCU Horned Frogs in the Fall.