Meet The Team

I grew up south of Pittsburgh in the foothills of the Appalachian mountains. I’m the oldest of 5 children. My parents built their own house and gardened. We did everything ourselves. Independence is a value I came by honestly- it’s in my genetics. I visited Greenville, SC every year as a child because my grandparents lived here. I attended school here and studied liberal arts and religion. Later after I became a financial advisor, I earned the CFP ® designation in 2005. I’ve been a financial advisor my entire career since I was 21 years old, at Mass Mutual, at Raymond James, as an independent with Wells Fargo, and finally as a fiduciary advisor and Portfolio Manager through Advisory Services Network. I’ve been through the dot com bubble and the Great Recession and Covid. That’s one way I know my team is tough and smart. We’ve been tested. My favorite thing in life is to be with my family. I have two older children, Caedmon, 14 and Mir, 10. My wife Ema and I just welcomed our first child, Mylo. We love to travel together and meet new people, see beautiful places and try interesting food. I’m working hard for our clients and for my family’s opportunities. I want us to have a great home life and expand our understanding of the world around us. I want my kids to be curious and brave. Independence, curiosity, courage, wholehearted participation, resilience. These are my values.