As a Financial Advisor for more than 25 years, I have dedicated myself to helping clients achieve the lifestyles they desire and their long-term financial goals. By taking the time to thoroughly understand their circumstances, concerns and aspirations, I am able to provide customized wealth management advice for both the near-term and future. I take tremendous pride in the personal attention I provide to my clients. With a focus on individual and corporate retirement plans and helping develop strategies designed to optimize their outcomes, I serve pre-retirees and retirees, as well as small business owners and foundations.

I have been recognized in 2013, and in 2015 through 2022, as a Wells Fargo Advisors Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, such as best practices and team structure, may also be used to determine recipients.

Before becoming a Financial Advisor, I served in the U.S. Army. A veteran of Desert Storm, and a former Captain, I joined the Army after graduating from the University of Richmond with a bachelor’s degree in chemistry. I am a CERTIFIED FINANCIAL PLANNER™ practitioner.

I am active in the Grand Strand Sertoma Club, of which I served as past president. I have also served on the Vestry of All Saints Church, have been a member of the Finance Review Committee of Myrtle Beach Chamber of Commerce, and am a graduate of Leadership Grand Strand.

My wife, Jennifer, and I live in Pawleys Island where we are member of All Saints Church. We have three adult children, Christopher, Caroline and Jackson. Outside of the office, I enjoy the beauty of the Grand Strand, challenging rounds of golf and, most of all, spending time with my family.

As a member of the Kaylor Wealth Management Group of Wells Fargo Advisors, I am privileged to work with an excellent team in assisting our clients with their financial goals. I believe the investment plans we design help give our clients the confidence that they can achieve those goals.

But our team goes further than just addressing our clients’ investments, we develop a complete investment plan for them. This plan takes into consideration not only their investments, but also their insurance and long-term care needs, their retirement plans, annuities and Social Security and Medicare benefits, as applicable, as well as their estate plans, where we can provide recommendations of outside professionals that can assist them with those plans. We aim to be available to answer any financial questions our clients may have. I am proud that our clients entrust our team to assist them. Being able to help others work toward achieving the financial future they envision is extremely rewarding.

Having formerly practiced as an estate planning and tax attorney (although no longer practicing) and served as in-house counsel for a bank, I am also able to help direct my clients to other professionals for assistance, as well as work with their outside advisors to help them understand their potential estate planning and tax issues.

When I am not assisting clients in the office, I enjoy attempting to play golf with my husband and long walks on the beautiful beaches that Pawleys Island has to offer - in order to decompress from attempting to play golf.

Wells Fargo and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

I am a Registered Client Associate and work alongside Kevin Kaylor, Managing Director – Investment Officer, Financial Advisor, and Lorraine Hoover, Vice President - Investment Officer, Financial Advisor, in assisting our clients in reaching their financial goals. I began my financial career over 30 years ago with J.C. Bradford & Company in Pawleys Island, South Carolina. Five years later I joined A.G. Edwards & Sons, which became Wells Fargo Advisors.

I enjoy working with our clients and have established wonderful relationships with them through the years. I feel that our clients know that they have a great team in Kevin, Lorraine and me and that we can help provide them with any information they need and address any concerns they may have.

I moved to Murrells Inlet, South Carolina in 1994, from my hometown of Rock Hill, South Carolina. I have two children and two grandchildren. When I am not traveling to spend time with my family, I love enjoying the beach, kayaking and college football.