It is my greatest privilege to have the ability to help people and make a real difference in their lives. The most rewarding moments are when I meet clients who are overwhelmed by financial topics or have experienced challenging situations, such as the loss of a spouse, and I can provide guidance and support during those times..
Listening to other people's stories, such as where they come from and where they aspire to go, has always been fascinating to me. Each individual is unique in their own way, and understanding what drives them is truly captivating. It is a joy to assist clients in aligning their financial goals with their aspirations, and I find great fulfillment in helping them achieve their objectives.
From an early age, I knew that I wanted to pursue a career as a financial planner. The idea of being able to help a diverse range of people achieve their goals resonated with me. While my family predominantly consists of teachers, I consider myself an educator at heart. Every day presents an opportunity for me to educate clients, like you, on the various aspects of financial planning and how they intertwine.
My journey in financial planning began at Coastal Carolina University, near the renowned "Golf Capital of the World," Myrtle Beach. This proximity allowed me to indulge in my passion for golf while pursuing my degree in finance, with a concentration in wealth management. Golf has always been more than just a hobby to me; it has served as a platform for building strong relationships with clients and colleagues alike.
As I embrace the role of a financial planner, I have also taken on the role of a proud father. Welcoming my son, Copeland, into the world was a moment of pure happiness. As he continues to grow, I eagerly anticipate the special moments we will share and the memories we will create together. Our family also recently welcomed a beautiful daughter named Callen, who has brought even more love and happiness into our lives. Watching my children grow and being there for their milestones is a cherished experience that I hold close to my heart.