As an advisor based in Durham, NC, I specialize in assisting members of the medical community, ranging from attending and resident physicians of various specialties to individuals in the mental health counseling field. My focus lies in crafting financial plans tailored to my clients’ aspirations, ensuring each household moves closer to realizing their dreams. I find immense satisfaction in collaborating with people who share a passion for connecting with others.

Originally from Charlotte, NC, I pursued studies in Kinesiology and pre-medicine at the University of North Carolina- Chapel Hill, driven by a desire to aid those around me through medical practices. Although I cherished my time working in the Emergency Department at UNC, I eventually landed on a different path to engage with medical professionals. Inspired by my brother and current partner, Cameron Church, I transitioned to financial advising, where I delight in addressing the diverse financial needs of medical practitioners. I also have been able to stay plenty connected to the medical world through my wife who works as a CRNA.

Over the last few years, I have become obsessed with providing an excellent yet highly unique service to clients. I believe that you should be excited about your advisor and the benefits he or she brings to the table.