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Background and Experience
With over 20 years of experience as a financial advisor, I have had the privilege of serving families, high-net-worth individuals, and institutions. My passion lies in partnering with clients who have worked diligently to build their wealth, helping them preserve and grow their assets for today and for future generations. I take a comprehensive approach to investment planning, carefully considering every aspect of a client’s financial life—including debt management, cash reserves, insurance, estate and investment planning strategies, and tax implications.
I began my career in 2006 as a Relationship Banker at Wachovia Bank and have since held roles as Financial Specialist, Regional Private Banker, and now Senior Financial Advisor. This diverse experience enables me to deliver a holistic perspective and tailor strategies to meet the evolving needs and goals of my clients.
Away from the Office
A proud North Carolina native, I enjoy life with my wife Alise and our three wonderful children. Family time is my highest priority and remains the foundation of my personal life. I also volunteer as a minister, leading Bible studies and engaging in meaningful discussions with those interested in spiritual growth. My Christian faith provides balance and perspective, guiding me through life’s challenges. Outside of work and ministry, I enjoy sports, music, and traveling with friends and family.
CA Insurance License # 4125398 Resident State NC
eMoney Advisor®
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