About Me

I began my financial services career with JP Morgan Chase in 2006 and made the move to Stifel in 2025. I earned a B.A. in History from Bob Jones University in Greenville, South Carolina, and hold Series 7, 63, and 65 securities licenses.

I believe a key driving force to potential financial success begins with establishing a plan and adhering to that plan for the long term. There may be bumps in the road. Each individual financial situation is unique – that’s why it is important to diversify and allocate in alignment with clients’ individual concerns, expectations, and goals.

Outside the office, my wife and I love to travel. Our favorite destination is Europe and the country we frequent the most is Italy. I also enjoy attending cooking school and as many live theater productions – ranging from Broadway to comedy to opera – as possible.

Diversification and asset allocation do not ensure a profit or protect against loss.