I am committed to your financial well-being and delivering strategies that best fit your circumstances. Bring your investment and financial planning needs to me, and together well develop a plan designed to meet your goals. I offer my clients more than 20 years of FINANCIAL SERVICES, FINANCIAL PLANNING, and INVESTMENT SERVICES experience, and have earned the professional designations of Certified Retirement Plan Consultant, CRPC. I follow a disciplined process of assessing my clients financial needs. I am a native of Spartanburg, SC and graduated from Wofford College.