I’m a financial advisor and a native of North Carolina with over 18 years of experience helping individuals and small businesses pursue their long-term financial goals. I take a strategic, planning-first approach tailored to each client’s unique objectives, risk tolerance, and stage of life.
Alongside my work with individual clients, I specialize in designing and managing 401(k) retirement plans for small businesses. From plan architecture and fiduciary oversight to vendor coordination and employee education, I provide comprehensive support aimed at creating meaningful outcomes for both employers and their teams.
I’m committed to clear communication, thoughtful planning, and promoting financial literacy across every aspect of my work. Over the years, I’ve earned several credentials including the Accredited Investment Fiduciary® (AIF®), Chartered Retirement Planning Counselor℠ (CRPC®), Retirement Income Certified Professional® (RICP®), and Certified Plan Fiduciary Advisor® (CPFA®). The CPFA® designation, awarded by the National Association of Plan Advisors (NAPA), emphasizes expertise in qualified retirement plan governance and fiduciary best practices.
I live in Raleigh, North Carolina with my wife, our two daughters, and our Boston Terrier, Bailey.