I graduated from Clemson University and began my financial planning career shortly after with a small advisory firm on the ground floor — learning the basics of financial and tax planning and running a financial advising business.
At the same time, I enrolled in the University of Georgia Terry College of Business’ Executive Program in Financial Planning and completed the coursework at nights and on weekends. Soon after, I completed my CFP® certification and joined the family business.
A year after I joined the firm, we opened our second location in Mt. Pleasant, SC where I reside with my family. Over the next 10+ years I cherished the opportunity to learn and grow the family business with my father. We worked hard to build the firm into what it is today — something we’re both proud to say we accomplished together.
Today, I serve in a Senior Advisor and Planner role, working together with our team on all financial plans and strategies. By collaborating we provide fiduciary financial and tax planning and asset management to our clients within a fee-only business model — which reflects our conviction of putting our clients’ interest above the next dollar.
When I’m away from the office, I enjoy playing golf, boating, pulling for the Clemson Tigers, and relaxing on the beach with my wife, Laura, and daughters Riley and Ramsey.
