As a Wealth Manager and Chartered Financial Consultant® (ChFC®), my mission is to help clients make confident financial decisions and create a lasting impact in their lives. I work with individuals and families who have accumulated wealth and need a clear, sustainable plan to turn those assets into reliable income and a meaningful lifestyle. By building personalized, long-term strategies, I help clients align their finances with their goals and values.
Our practice specializes in serving clients with more complex financial needs, using a disciplined process to help organize, build, protect, and transfer wealth. Many of the families we serve are within five years of retirement or already retired, and we focus on helping them navigate this transition with clarity and purpose.
Based in northwest Raleigh, I work with clients across North Carolina and throughout the southeastern United States. I’m supported by, Suzanne Swogger, Senior Client Administrative Manager, and collaborate closely with my clients’ CPAs and attorneys to deliver a comprehensive approach to financial planning.
Outside the office, I enjoy spending time with my wife, Whitney, and our two sons, Gunnar and Beau—whether that’s playing sports in the yard or getting in a round of golf. We are active members of Providence Baptist Church in Raleigh and enjoy traveling to the North Carolina coast.
