I grew up outside of Raleigh and my parents taught me good money habits throughout my childhood. After graduating from UNC-Wilmington in 2001, I worked several types of jobs and volunteered with the financial ministry at church before pursuing a professional career as a financial advisor. I gained experience working for a large firm here in town, then took my practice independent in 2013 by joining The Wealth Plan Company. After several years of training and specialization, I created AdvicePoint to meet the increasingly complex needs of retirees.
My wife, Brooke, and I live here in Wilmington with our two young children. We attend Port City Community Church where I've been a regular volunteer since 1999.
Favorite exercise: Surfing.
Typical weekend: Playing with the kids (and probably helping with the laundry).
Sports team: Not a huge sports fan, but I follow the Carolina Panthers in the fall and still get excited about March Madness.
Favorite restaurant: Wherever the kids eat free!
Favorite thing about being a financial advisor: I absolutely love what I do. To me, there is nothing more fulfilling than guiding my clients through important financial decisions.
Qualification & Awards
- Double major in Business Administration and Communication Studies from UNC-Wilmington (2001)
- Series 66 Investment Advisor and Insurance Licensed (2008)
- Chartered Retirement Planning CounselorSM (2009)
- Dave Ramsey ELP/SmartVestor Pro (2013)
- CERTIFIED FINANCIAL PLANNERTM Certification (2014)
- Behavioral Financial AdvisorTM Certification (2018)
- Wealth Management Thrive Award Recipient (2019)*
*The WealthManagement.com Thrive Awards is an annual program designed to celebrate America's fastest-growing advisors. To qualify for the list, applicants must be based in the US, offer financial services to individual clients, and be free of regulatory actions. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage of revenue growth over the previous three years.