Specialties
About Me
Since 2005, I've guided successful business owners on how to grow, protect, and exit their businesses.
As a family man from humble beginnings, I prioritize the value of working hard and doing right by people. Through a combination of education, athletics, and faith, I have been blessed to make a better life for myself and my family, and am privileged to continue on to help others do the same. As a Presbyterian College graduate and former Division II football player, I give back by coaching varsity and middle school football in the Summerville area and my son’s baseball teams. Aside from all of that, I enjoy golfing, Brazilian Jiu-Jitsu, and camping with my wife and two boys in my free time.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
Financial Advisor
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.