As a wealth advisor, I get excited about diving deep into my clients’ needs and creating that customized solution that eases their anxiety around major money decisions.

I love educating and coaching clients to put their minds at ease so they can worry less about their finances and spend more time enjoying the things they love.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and graduated Magna Cum Laude from Miami University with a Bachelor of Science in Finance and Analytics. Before becoming an advisor, I gained experience at Dimensional Fund Advisors, a leading asset manager in Charlotte.

Outside of work, I cherish time spent with my wife, Maddie, in Charlotte, and we love traveling together. Fun fact—I’ve been to over 20 countries! I spend a lot of time outdoors and enjoy golfing, hiking, skiing, and running. I also find fulfillment in volunteering through our church.