Focus
I work closely with individuals and families to help them plan for their financial future in ways that reflect their values, priorities, and life stages. Each plan we build together is shaped by a thoughtful process—balancing goals with comfort around risk, and always adapting as life evolves.
Over the past 25 years, I’ve had the privilege of guiding clients through both calm and uncertain markets. My role isn’t just about planning—it’s about being present, especially when things feel unclear. Whether you’re building toward retirement, navigating life transitions, or planning for the next generation, I’m here to walk with you every step of the way.
Education & Credentials
- Bachelor of Science in Business Administration – The Citadel (1995)
- Wilson Hall High School Graduate (1991)
Outside the Office
I was born and raised in Sumter, South Carolina, and still enjoy everything this area has to offer. My wife Becky and I spend most of our time outdoors with our three children—Sara, Wells, and Beau—hunting, fishing, boating, and watching college sports together. Whether we’re out on the water or tailgating on a Saturday, these moments keep me grounded and grateful.
