8816 Six Forks Road,
I have had the honor of serving clients in all areas of financial well-being since 2007. I am a North Carolina native and currently live in Garner with my wife, Devon, and our chocolate lab, Lucy. Through my time studying finance at NC State University, I knew I wanted to work in a profession where I could give back, and develop strong relationships with individuals and families and financial planning was the avenue to do this. When I’m not at work you can find me on the Crystal Coast, often times fishing or hunting, and I try my best to be a decent golfer. I have been a Life Skills Co-Partner at Step Up Ministry since 2009 and currently serve on their board of directors. Conservation and land protection are major interests of mine and I continually volunteer with our local Delta Waterfowl and Ducks Unlimited chapters in North Carolina. My biggest hope and mission for my clients is for them to live a rewarding life, while preparing for the future, and having a lasting legacy as part of their sound financial plan.