Providing financial advice to families, executives and business owners is the only job I’ve had since graduating from college.  With 25 years of experience, I’ve helped clients manage the complexities of investing through bull markets, economic recessions and even a global pandemic.  When having in depth discussions of understanding clients’ future goals, we develop a customized investment strategy to help achieve those goals.  I have found that clients often have three essential purposes for their money over time; to preserve it, to create income from it and to see it grow.  My team and I have a distinct process to help identify their preferences and create a custom strategy the addresses their needs and goals.

It's a true team approach with The 282 Group of Wells Fargo Advisors.  We start with an in-depth plan that reflects the client’s wishes, and we take time to explain how we will accomplish those wishes. We want their investment strategy to be one that meets their specific objectives whether they are saving to send children to college or enjoying travel after retiring.  Using an algorithmic investment strategy aimed at making sound decisions and managing risk, I’m better able to help clients reach their goals.

I’ve lived in the Charlotte area for over 25 years.  When I’m not in the office, I’m often enjoying time with my wife and our three children.