My earliest finance and economics courses lit the spark for my curiosity about investing. That spark grew brighter as I pursued my Economic Theory degree from American University.
After graduating, I was the senior US Economy reporter for
Indepth Bond News. This subject matter, while dry, helped me gain a deeper understanding of how policy and markets intersect and interact — lessons that influence my investment philosophy to this day.
More than 30 years later, I still wake up invigorated by my career. And my clients see how passionate I am about helping improve their lives financially.
Well-Rounded Guidance
In many ways, I don’t consider myself a financial advisor so much as I do a Swiss army knife for all things wealth: multi-faceted, reliable, useful, and capable of making life easier for those I’m honored to serve.
The truth is, allocating assets is a fraction of what I do. And I feel my PIM
® Portfolio Manager credentials speak to my skills in that area. But I spend much more time discussing, facilitating, coordinating, and implementing other essential investment tactics: estate planning strategies, philanthropy, and gifting among others.
I also serve as a counselor who answers questions like “Should I finance or pay in cash?” and give realistic input when a client says “I want to retire next year.” I’ve even been known to act as a moderator when hard conversations need to happen.
Yes, You Could Call My Investing Approach Old-Fashioned
I prefer the phrase “time-tested.” I’ve learned a lot during the past three-plus decades, but the main lesson is this: I can’t control everything. Sometimes, that requires playing sound defense as, oftentimes, a good defense will likely outlast a good offense, especially long term.
My pragmatic strategies have yielded success over my career, including recognition as a
2025 Forbes Best-In-State Wealth Advisor, an honor I owe to my clients who inspire me to do right by them. Always.
Outside the Office
After my childhood in St. Louis, Missouri, I spent ten years in Washington, D.C. before moving to Charleston, SC. Today, I divide my time between Coastal South Carolina and the mountains of Western North Carolina with my wife, Heather, and our fur babies. When I need to clear my head, I’ll go for a run, fly my Cessna 182T, or play a round of golf. I'm active with the Rotary Club of Daniel Island and have been a longtime supporter of the Charleston Animal Society and the Yancey County Humane Society.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
