Choosing a financial planner is one of the most important decisions you'll make. You're trusting someone not only with your investments, but with your family's future, your retirement goals, and the opportunities you hope to create for the people you love. I never lose sight of that responsibility.

For more than 25 years, I've helped individuals, families, business owners, and retirees make thoughtful financial decisions with confidence. My career began in the capital markets, where I spent 12 years as a proprietary trader, including five years on the LIFFE trading floor in London, England. Those experiences taught me how markets work, how risk can impact portfolios, and why discipline matters when emotions are running high.

Later, I spent 10 years as a Corporate Retirement Director with Morgan Stanley, helping companies and their employees navigate retirement planning. While I enjoyed the technical side of investments, I discovered that what I valued most was building relationships and helping people solve real-life financial challenges.

Today, my approach is simple: listen first, understand what matters most to you, and then create a personalized plan designed to help you achieve your goals. Whether you're preparing for retirement, navigating a major life transition, managing concentrated wealth, or simply looking for a trusted advisor to guide important financial decisions, I strive to provide clear advice, thoughtful planning, and a steady hand through every stage of life.

I earned my B.A. from Florida State University and completed the Graduate School of Leadership program at the University of Chicago. I hold the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Plans Specialist® designation, the Certified Plan Fiduciary Advisor CPFA® designation, and have been a member of the Raymond James Leaders Council since 2019*.

Outside of work, my wife Gina and I are proud to call Hillsborough, North Carolina, home. We believe strongly in giving back to the community that has given so much to our family. I've served on the Historic District Commission, helped restore several of Hillsborough's historic landmarks, and spent many years coaching youth soccer and basketball.

Above all, I am a husband and father of three. My family keeps me grounded and reminds me every day why financial planning matters. At its core, this profession isn't about markets or investments. It's about helping people live with greater confidence, worry less about the future, and focus more on the things that matter most.

*Membership in the Leaders Council is based on prior fiscal year production and is not indicative of future performance or a guarantee of client satisfaction.