Wealth Advisor, RJFS
How do you empower your clients to live their Signature Life?
At Signature, I take a holistic view of clients’ overall portfolios. We cultivate an understating of their brokerage and retirement accounts along with real estate and other physical assets in an effort to align short and long-term goals, tax strategy, and estate planning.
What does your life look like outside of the office?
My wife and I are both Florence natives and are enjoying raising our children here in town. We also enjoy traveling to the beach and the mountains. I am committed to supporting our local community and I do that by serving on the Board of Light House ministries and taking an active role in the Florence Kiwanis Club.
What can you tell us about your professional journey?
I’m a graduate of the University of South Carolina with a BS degree in both Management and Marketing. I spent 4 years working in the Washington, DC office of Apex Systems where I worked as an account manager focusing on workforce management. As a wealth advisor, I have successfully passed both my Series 7 and Series 66 exams.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.