With a deep commitment to goals-based wealth management, I dedicate my work to supporting wealthy families and business owners in achieving their long-term financial plans. My journey in the industry began in Charlotte with A.G. Edwards, which eventually became part of Wells Fargo after two mergers. In 2013, I made an enthusiastic shift to R. W. Baird, a privately held, employee-owned firm, where I’ve been able to focus even more on personalized solutions and collaborative strategies.
Understanding that true financial advice goes far beyond investments, I pursued and earned the Certified Financial Planner designation in 1998 to better address income tax mitigation, retirement planning, and family and business succession. My passion for finance started early, investing as a teenager using earnings from summer jobs. This interest led me to Appalachian State University, where I earned degrees in Finance and Insurance & Risk Management.
Drawing from years of experience as an advisor, I’ve helped clients navigate everything from routine planning to complex, unexpected situations. I strive to build relationships grounded in trust, wisdom, and shared goals so that our clients feel confident and supported throughout their financial journey.
Outside of work, I enjoy cycling and kayaking in the beautiful North Carolina mountains, as well as skiing in the western U.S. My wife Susie and I cherish time with family, love attending live music events, and are committed to serving in our church and contributing to causes that matter to us. I look forward to meeting you, learning about your needs, and working together to help you reach your goals with a friendly, collaborative approach