How do you empower your clients to live their Signature Life?

As a Senior Wealth Advisor, I believe that one of the best ways to help establish economic success and financial security for my clients is by developing a customized, comprehensive financial plan. A well-constructed plan produces a roadmap that increases the likelihood of achieving long-term financial goals. I strive to build long-term relationships and exceed client expectations through financial and retirement planning.

What does your life look like outside of the office?

I live in Boone, NC, with my wife, my son Liam (the artist), and my daughter Maggie (the comedian). I am an avid outdoorsman and love to fly fish and hunt. I attend Alliance Bible Fellowship with my family.

What can you tell us about your professional journey?

A graduate of Appalachian State University, I hold degrees in Finance & Banking and Risk & Insurance. Prior to establishing my practice alongside Signature Wealth Group and Raymond James Financial Services in 2021, I held positions at Truist Wealth, and BB&T Wealth Management in NC serving clients in comprehensive wealth management services and commercial & community banking. I hold Series 7 and 66 registrations and am a CERTIFIED FINANCIAL PLANNER™ professional.