English
As a former management consultant with a degree from UNC Chapel Hill, I spent years helping private equity firms and Fortune 500 companies improve performance and profitability. But when I took a closer look at my own financial life, I realized something was missing: a proactive, strategic approach to building wealth, minimizing taxes, and protecting against risk.
That realization led me to dive deep into personal finance—and what started as a side project quickly became a calling. I discovered that I’m most energized by helping real people solve real money problems—not corporations.
Today, I work with professionals, families, and small business owners to build financial strategies that are thoughtful and aligned with their unique goals. I specialize in working with consultants (current or former), sales professionals, and entrepreneurs, bringing the structured thinking of a consultant to the deeply personal work of financial planning.
Whether it’s building a roadmap to financial independence, optimizing cash flow, or protecting your family and business, I aim to be the kind of advisor you trust, understand, and enjoy working with.
Outside the office, you’ll find me traveling internationally, lifting weights, playing pickleball, and working on my golf game (still a work in progress). I live in Charlotte, NC with my wife Mackenzie, an oncology nurse, and we’re both active in our church community.
CRN202807-9134462
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University of North Carolina at Chapel Hill (2014-2018)
International travel, pickleball, golf, volunteering at church