Not everyone can say they love what they do for a living, but I love what I do!
I grew up in rural Tennessee where working hard, keeping your word and being a good listener means something. I obtained a BSBA in accounting from Tennessee Technological University and my MBA in finance from The Ohio State University’s Fisher College of Business—a nationally ranked top 25 program. I received the professional designations of Certified Public Accountant, CPA, and before starting my own practice spent a decade at a national firm. Prior to these roles I held trusted positions in public accounting and private industry. I understand what it means to have a calling.
I also hold the CFP® professional designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and the Financial Planning Practice Standards.
The team and I want to understand what’s important to you. We use an established process to help you build personalized strategies to reach your goals. We will partner with you and your family throughout your lives to help keep you on track.
I moved to South Carolina in 2014 to be closer to my family. I’m an uncle to triplets, a lifelong student of the fiddle, and enjoy being outdoors. Money is not my god.
