MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in the Highlands office. I began my financial services career in 2004, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to fish, hike, mountain bike, travel, read and home renovation projects. I also enjoy watching Rugby matches and Le Mans-style racing.
AREAS OF CONCENTRATION
- Advisory Portfolios
- Financial Planning
- Investment Strategies
- Retirement Planning
- Tax-Reduction Strategies
- Wealth Management
EDUCATION AND CREDENTIALS
- Furman University, Bachelor of Arts degree in Business Administration
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2004
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2013
My Community Activities
- Board Member of the Cashiers Area Chamber of Commerce
- Paul Harris Fellow of the Rotary Club of Cashiers Valley