I am dedicated to a total wealth management approach for each individual client, providing a comprehensive suite of services - financial planning, cash investment, alternative investments, education, retirement and estate planning. I work extensively with PricewaterhouseCooper clients to maximize the most tax efficient strategies to increase their capital while ensuring investment compliance with ever changing internal PWC regulations.

• BS in Finance and Management Information Systems, University of South Carolina

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative

• Married with two boys

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA