About me
I’ve lived nearly my entire life in the Midlands of South Carolina and helping others is what I do best.
I met my wife, Shelby, while at Richland Northeast High School and went on to graduate from the Honors College at the University of South Carolina, later returning to add an MBA with a specialization in finance. We live in Forest Acres, surrounded by friends, family, Gamecock sports and our growing family, including our son, Charlie.
I serve clients in a variety of financial situations:
Millennials/Young Families
My practice at Northwestern Mutual allows for no pre-determined account minimums or income thresholds to begin a conversation and build a comprehensive plan that moves your family forward. From retirement savings to insurance protection, college savings to debt reduction, getting a plan started is essential for young adults and their changing households.
High Income W2 Employees
Taxes. Inflation. Retirement contribution limits. When you’re limited in how you can save, a professional’s view on asset deployment is essential to growing your wealth and supporting your growing economic stature. My team utilizes creative strategies to reduce the impact of those limits on your nest egg and set up savings for the future.
Retirement Planners
Maybe you’re worried that years of hard work won’t be enough to live the life you’ve wanted in retirement. Maybe you’re concerned about the lack of planning you’ve done, preparing for the day you set sail without an earned income. The Northwestern Mutual difference is not centered solely around asset accumulation but long-term financial planning. Once we climb the summit, it’s just as important to come down the mountain smoothly and with direction.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Business Planning
Retirement Planning & Income Strategies
Life Insurance Strategies
Investment Planning & Strategies
Education Planning & Funding
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
