I’ve been an advisor with Thrivent for just over 10 years. I love helping people to achieve their goals and live generously. My favorite topic is tax efficiency and assisting with confidently being able to retire. My Family and I are from Savannah, were raised here, and are raising our family here. From a career standpoint, I’ve been blessed beyond measure to work with some of the kindest and most generous clients over the years that have also become close and wonderful friends. In that time, I’ve also grown my team substantially and have the privilege to work with some of the best in the industry. “Plans fail for lack of counsel, but with many advisers they succeed.” Proverbs 15:22

I am a financial advisor with over a decade of experience advising individuals and business owners, identifying their goals, then working with them to achieve their desired outcomes.

Outside of work, I enjoy disc golf, Ghost Pirates Hockey, and spending time with friends and family.

I’m a more recently licensed financial advisor within Coastal Financial Consultants with a decade’s worth of data analytics in my professional career. In my current role at Coastal Financial Consultants, I lead strategic dedicated planning for our clients, strengthening their financial futures to help guide them towards their goals. I pride myself in custom solutions for every client to help illuminate paths forward so that each client can act with the best intentionality towards their life goals.

Before I got married 6 years ago, my fiancé (wife now) and I began working with Thrivent to help us better understand our current financial position and create a roadmap of how to get where we wanted to go in the future with a company that shares our Christian values. After many years working in quality assurance, I felt called to helping others gain the financial clarity that Thrivent helped my wife and I achieve. As a Christian husband and father of 2 great children, I draw on my faith as well as an intense work ethic learned from over 19 years of military service, concentrated attention to detail gained from nearly 30 years in aviation and quality assurance, combined with the love of finances and the heart of a teacher to help others make the most of all they’ve been given so that they can live more generously.

I love having the autonomy to walk out my faith while helping others align their actions with their intentions in finance. Like Thrivent, I believe money should be viewed as tool rather than an objective. I entered this industry to affect change that would help families, churches, and non-profits create generational and organizational wealth that ultimately strengthens communities. I seek to dispel the notion that investing can only happen after you reach a certain income level. I serve in various parts of the country. Locally, I serve Savannah, Richmond Hill, Pooler, Rincon, and surrounding areas. Most often, you will find my family and I serving at our children’s school. Additionally, I am passionate about using my time, talent, and treasure to support organizations that address issues of those often marginalized in our community. A few of those organizations are: Shelter From the Rain, Inc., Divine Rest, Inc., and Radiant Church Savannah.