I help professionals, families, retirees, and small business owners make confident financial decisions by bringing clarity and structure to their planning. Whether clients are building momentum early in their careers or preparing for the transition into retirement, I focus on creating practical strategies that support long-term goals and evolving priorities.
My areas of focus include business and individual financial planning, tax strategies, wealth management, risk management, and business exit planning.
With more than a decade of experience in business consulting, I bring a strategic, problem-solving approach to helping clients navigate complex financial questions. I work closely with individuals and business owners who want thoughtful guidance, clear direction, and a trusted partner as their financial needs grow and change. I earned my Bachelor of Science in Business Administration from The Ohio State University with a concentration in Finance and Investment Management, which provided a strong foundation for the work I do with clients every day.
What I value most is building long-term, collaborative relationships and helping clients feel confident about the decisions they are making today and for the future. Based in Charlotte for over ten years, I enjoy staying involved in the community through volunteer work with Charlotte Rescue Mission and spending time outside of work with my wife, Sophia, and our mini goldendoodle, Rusty.