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Specialties
I am a financial advisor based in Hollywood, South Carolina, working primarily with individuals and families navigating increasingly complex financial lives.
Many of the clients I serve have accumulated assets across multiple accounts, businesses, or trusts and are looking for greater clarity, organization, and coordination in their financial picture. My role is to help simplify that complexity and guide clients in making confident, informed decisions over time. My approach is deeply relationship‑driven. In an increasingly fast‑paced and technology‑focused world, I believe people still value having a trusted advisor who listens, understands, and is present during life’s most important decisions and transitions. I work closely with my clients’ CPAs, attorneys, and other professionals to help ensure their financial strategies are aligned and thoughtfully coordinated. I am supported in my practice by my branch office administrator, Caroline Ward, who plays an important role in delivering a responsive and high‑quality client experience. In addition to my local office, I am backed by the broader resources of Edward Jones, including dedicated research teams and investment specialists, allowing me to provide informed and personalized guidance to the clients I serve.
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Always free for clients.
CRPS, ChFC
Chartered Designations
What do these credentials mean?
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The information provided is for general informational purposes only and should not be considered individualized investment, tax, or legal advice. Please consult with your tax advisor or attorney regarding your specific situation. Advisory services are offered through Edward Jones, a registered investment adviser / broker-dealer. Registration does not imply a certain level of skill or training. All investments involve risk, including possible loss of principal, and past performance is not indicative of future results. Investment strategies may not be appropriate for all individuals and should be reviewed based on each client’s goals, risk tolerance, and financial situation. ``