I’m a Wealth Advisor who values relationships above all else. I currently have a presence in both Charlotte and Durham, NC, working with clients ranging from hospital and university employees to small business owners. My end goal is your end goal: my clients’ financial security. Achieving this begins with building a relationship and understanding what matters most to you financially.

More about me: I graduated from the University of North Carolina at Chapel Hill, where I initially studied medicine. However, after a series of events—including helping friends navigate personal finance decisions—I decided to switch paths. (That also happened to be when I met my wife, a nurse practitioner. She's a much better studier than I am, and she scared me away from the MCAT.)

Now, as an advisor, I’m passionate about the opportunity to bring a sense of security and well-being to my clients through financial advising. To help relieve the burden of financial stress, I work with clients on all aspects of their financial lives, including student loans, budgeting, retirement investments, and comprehensive financial planning. My specialty is helping clients make the right investment selections within their retirement plans.

I work alongside my brother Seth, who is also a Wealth Advisor. Together, we’re able to offer our clients deeper expertise and better resources than we could individually. We host dinner presentations for medical professionals and employee benefits groups up and down the East Coast and have spoken at hospitals including the Mayo Clinic, Duke University, Vanderbilt, Emory University, Wake Forest Baptist, Atrium, Novant, and UNC.

My wife and I are originally from Charlotte, and we’re both recreational CrossFit junkies. We have a Border Collie named Luna—who I’m probably out walking right now—and we feel incredibly blessed to do what we do every day.