I bring a thoughtful, relationship-driven approach to financial planning, grounded in the belief that great advice starts with understanding the person behind the numbers. With several years of experience as a financial advisor, I focus on helping individuals and families make confident, well-informed decisions that align with their goals, values, and long-term vision. I graduated from UNC Charlotte with a degree in Finance and I hold the Chartered Retirement Planning Counselor™ (CRPC®) designation, which reflects my commitment to providing strategic, retirement-focused guidance in an increasingly complex financial landscape.
I was born and raised in Buffalo, NY, but currently live in Fort Mill, South Carolina with my wife, Lily, and our Golden Retriever dog and Maine Coon cat. Lily and I have been married for almost two years and are expecting our first born this year. Our relationship has shaped the way I think about partnership, resilience, and long-term planning — values that naturally carry over into the way I serve my clients. We are active participants in Lifepointe Church in Fort Mill, SC.
Outside of the office, I enjoy staying active and competitive, whether that’s on the golf course, playing or coaching hockey, following Buffalo sports, or spending time with friends and family. I believe the same discipline, preparation, and steady mindset that apply to sports also apply to financial planning. My goal is to be a steady, trusted resource for clients — someone who shows up, listens closely, and helps them navigate their financial journey with confidence.