Serving in the financial services industry for over six years, I spend the majority of my time focused on investment management and financial analysis. Behind the scenes, I also make sure our operations are running smoothly. This ensures our team members work together as efficiently as possible when addressing client concerns.
Coming from a background in mechanical engineering, it’s probably no surprise I enjoy the creativity and problem-solving that goes into building custom financial plans for our clients. As a naturally analytical and curious person, I strive to be as thorough as I can in addressing our clients' needs. To me, simply finding a solution isn’t enough—I want to find the best solution for each individual client and their unique circumstances.
Education and Designations
- Bachelor’s in Mechanical Engineering from Clemson University
- Series 7 and Series 66
- Certified Investment Management Analyst (CIMA)
Outside the Office
I’m born and raised in Greenville, South Carolina, alongside my brother Jon. My wife, Connor, and I are happy to live closeby to family, and we’re fortunate to spend time with them both inside and outside the office.
In my free time, I stay active playing tennis or pickleball and running. In addition, I enjoy playing the piano.
In life, both professionally and personally, my goal is always to follow my passions and be proud of what I’ve accomplished.