Professional
As your wealth management advisor, I look first to understand your vision for the future; it says a lot about you. My goal is to develop a distinctive plan that helps bring the future you envision to fruition.
Simply put, my mission is to help you secure your family´s or business´s financial future and protect what is important to you.
Education
| Degree |
School |
| LL.M in Taxation |
Georgetown University |
| Joint J.D. / M.B.A. |
University of Tennessee - Knoxville |
| B.A. |
Furman University |
Memberships
| Role |
Organization |
| Leadership Greenville Graduate |
Greater Greenville Chamber of Commerce |
| Advantage Greenville Member |
Greater Greenville Chamber of Commerce |
| Member |
South Carolina Bar |
| Member |
National Association of Insurance & Financial Advisors |
| Member |
Greenville Estate Planning Council |
| Member |
Furman University Planned Giving Advisory Council |
| Board Member |
Furman University Paladin Club |
| President |
Furman University Letterman's Association
|
| Endowment Committee Member |
Meyer Center for Children with Special Needs |
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