Meet the Team

The principle I stand by is simple: Be an advisor who cares about where my clients are from, where they’re at, and where they want to be in the future.

I’m passionate about providing personalized service because that’s what clients deserve. My goal is to make managing wealth simple and stress-free, so you can focus on enjoying life instead of worrying about money.

Markets change constantly, so I stay informed and proactive. Over the years, I’ve guided clients through both good and challenging market cycles. I hold a BSBA in Finance and an MBA from UNC Charlotte.

I started my career in 2010 with a boutique wealth management firm in Cornelius, helping high-net-worth families build strategies for success. Since joining Wells Fargo Advisors in 2014, I’ve built my practice around putting my clients first. Your success matters to me.

I’m a Lake Norman native who grew up in Denver (NC) and I currently live in Huntersville. My wife Morgan and I stay busy with our two kids Von & Veda.

I enjoy my time away from the office watching and coaching sports, exercising, cooking, socializing, and taking advantage of everything Charlotte and North Carolina have to offer.