After proudly serving this great nation as a U.S. Marine, I felt a strong calling to continue serving others in a meaningful way.  That desire led me into the financial services industry, where I began my career the old-fashioned way – by knocking on doors right here in Leland, NC.  It’s been a tremendous honor, serving those clients as well as all the additional clients we’ve added along the journey, weathering markets, building strategies, and creating lasting legacies.

Faith has always played a central role in both my personal life and professional journey.  It shapes the way I approach my work, the relationships I build, and the way I lead my family.  I’m blessed with a wonderful wife, Faith, and two incredible sons, Aidan and Eli, who keep my grounded, motivated, and grateful every day.

Today, our practice remains intentionally boutique, ensuring every client is known by name and cared for like family.  We take the time to listen, understand, and walk alongside our clients – providing personalized wealth management services rooted in trust, integrity, and a heart for service. 

Outside of work, my family and I love to travel, stay active in our church community, and enjoy just about anything involving sports.  I’m actively involved in my sons’ lives, especially supporting them in their football careers, and those moments on the field and in the stands are some of my favorite memories.  Those moments together remind me of what truly matters and inspire me to help others build secure, meaningful futures for the people they love.

CA Insurance License #0H24006
Resident State NC

A North Carolina native, I grew up in Raleigh before making my way to Wilmington to attend the University of North Carolina Wilmington.  There, I earned my degree in economics, drawn to the challenge of understanding markets and the opportunity to help people navigate their financial journeys. 

I began my career at a local bank, supporting small business owners. I had the privilege to manage a $150 million loan portfolio to investment advisors before leading a team of underwriters responsible for over $500 million dollars in loan approvals. 

While numbers and strategy have always interested me, my true career goal has been to combine my passion for finance with my desire to serve others in a meaningful way.  That’s what led me to join Aaron whose mission to put people first aligns perfectly with my own values.   

Outside of work, I’m a proud husband to my college sweetheart, Melissa, and a dad to our amazing daughter, Ellie.  You’ll often find me outdoors – surfing, hiking, camping, or enjoying the beauty of the Carolinas.  A fun fact about me: I earned my Eagle Scout rank growing up, which sparked a lifelong love for adventure and service.

I’m honored to walk alongside clients as they plan for their futures and build lives rooted in purpose, security, and lasting impact. 

I’ve proudly called this area home since 2010, and over the years, it’s become such a special place for both my family and me.  I earned my bachelor's degree from Old Dominion University, where I studied Corporate Communications and Business Management – a foundation that’s guided me through a career spent in various business administration and management roles. 

What truly gives me purpose in my work is knowing that what I do matters.  Being a part of an organization that makes a meaningful impact is incredibly important to me, and I’ve found that here with this team.  I’m continually intrigued by the financial industry and enjoy the opportunity to learn more about the market while playing a role in helping our team deliver the highest level of care to our clients.  It’s the relationships, though, that make this work so rewarding.  I value the chance to truly get to know our clients, build meaningful connections, and be a part of their financial journey.

Outside of work, I’m married to my wonderful husband, Rich, and we have two beautiful daughters, Blakely and Kinley, who keep life joyful and busy.  We love spending time together at the beach, exploring everything this area has to offer, and taking the opportunity to travel when we’re able.  Our family is also deeply rooted in our local church, where we find community, purpose, and connection. 

I’m grateful to live, work, and raise my family in a community that feels like home in every way.