Associate Wealth Advisor
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I’ve been a financial professional for more than 32 years and a South Carolinian all my life. My wife, Dawn, and I have five children and live in Lexington, where we’re active members of Mt. Horeb Church. In addition, I’m a 1991 financial management graduate from Clemson University, and the University remains close to my heart. I serve on the Tiger Ties mentoring program at the Clemson School of Business as well as on the Clemson Finance Board. I also serve locally on our church's finance executive board. My practice focuses on retirement planning, as well as estate strategies, investment strategies and asset management. My colleagues and I work with our clients to set easily understood and attainable action steps for moving towards their individual goals. I work for Thrivent because it’s a Christian organization deeply rooted in the values of community and generosity. We are stewards of all God has given us. By helping clients live abundantly, my colleagues and I are also helping local families and our community thrive.
- Member of the South Carolina Planned Giving Association
- Tiger Ties mentoring program - Clemson School of Business
- Clemson Finance Board
- Financial Committee Member Mt. Horeb Church
- Financial Management degree from Clemson University
- Certified Kingdom Advisor
- Fraternal Insurance Counselor
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Florida
- Georgia
- Minnesota
- North Carolina
- South Carolina
- Texas
Insights
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations