Growing up in Charlotte, NC as the son of a teacher I understand the value of education and helping others understand complex subjects. One of the most important hats I wear as a Financial Advisor is that of an educator. I believe that the experiences of our clients are greatly enhanced by having them understand how their portfolios are designed to help them achieve their goals.
I joined First Union, which is now part of Wells Fargo Advisors, in 1996. As a Financial Advisor in the Calhoun, Proud & Shields Wealth Management Group of Wells Fargo Advisors, I have the privilege of being part of an extraordinary team that takes pride in working with our clients to help plan for and meet their goals. This includes helping them plan for retirement, manage investment goals, as well as planning for generational wealth transfers.
I currently live in the Charlotte area with my wife, son, and two daughters. Most weekends you will find us at a soccer field for one or more of the kids.