As a Financial Advisor, I am dedicated to helping people identify and accomplish their personal and financial goals. My mission is to provide every client with comprehensive financial advice and personalized investment planning recommendations. With over 10 years of experience in the financial services industry, I understand what it takes to deliver the highest level of personal service and operate with professional integrity. This includes 6 years as the Director of Client Experience for Eton Solutions, L.P., a financial technology company servicing the Family Office industry.
I graduated from NC State University as a Bachelor of Science dual-major in Economics and Business Administration – Finance. I hold the FINRA Series 7 and 66 registrations, and licenses for both life insurance and long-term care policies. Away from the office, I enjoy attending NC State sporting events, spending time with friends, playing golf and staying active in my church community. My wife Caitlin and I live in Holly Springs, NC with our two daughters, Tally and Olivia.
