Financial Advisor
.Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
I grew up in the foothills of the Blue Ridge Mountains, where my parents modeled a deep sense of calling in their work as a teacher and a social worker. For more than 20 years, I pursued my own sense of calling - serving congregations across the Carolinas. In 2020, that same sense of calling led me to use my gifts and skills to serve my neighbors on their financial journeys.
Today, I am a Certified Financial Planner®️professional and Financial Advisor at Thrivent, helping individuals, families, and business owners align their finances with their goals and values. I believe that every individual and family can benefit from an intentional, written financial plan rooted in their values and commitments. I am committed to helping my clients discover and pursue the next steps in their financial journeys with clarity and confidence.
I earned my undergraduate degree from Clemson University and divinity degrees from Wake Forest University and Duke University. Recently, I've had the opportunity to return to Duke Divinity School and teach Vision and Strategy courses to doctoral students.
Outside of my professional work, I serve churches as a coach and consultant at Pinnacle Leadership Associates, partner with York County Habitat for Humanity, and support the cross country and track teams at Clemson University and Daniel High School.
I am married to Sarah, a pediatric nurse practitioner, and proud dad to Garrett, Keller, and Emma Kate.
At Thrivent, we believe money is a tool, not a goal. Your financial journey is unique, and your plan should reflect that. We take a thoughtful, personalized approach to understand who you are, where you are today, and where you want to go tomorrow. Every individual and family can benefit from having a personalized, written financial plan. Our mission is to help you discover the clarity and confidence to make financial decisions that align with your values and priorities.
What You Can Expect
When you work with us, you can count on:
Personalized conversations that identify who and what matters most to you.
Purpose-driven strategies designed to propel you toward your financial goals.
Professional guidance that helps keep you on track over the long haul.
Whether you’re just starting to plan, taking stock of the progress you’ve made, or preparing for the next phase, we create strategies that meet you where you are and empower you to take the next step with confidence.
Accessible, Personalized Service
While our practice has a center of gravity in the Carolinas – where we’ve had roots for more than 20 years – we serve clients across the country through virtual engagment. So, no matter where you’re starting from, we’re here to guide you every step of the way.
- Member | Rotary Club of Clemson
- Member | GBN of Clemson
- Coach & Consultant | Pinnacle Leadership Associates
- Member | NAIFA - South Carolina
- Founding Pastor | The Welcome Table
- Fmr. Board Member | Family Promise of York County
- Fmr. Coordinating Council Member | Cooperative Baptist Fellowship of SC
- Doctor of Ministry | Duke University
- Master of Divinity | Wake Forest University
- Bachelor of Arts in Communication Studies | Clemson University
- CERTIFIED FINANCIAL PLANNER®️ professional
- Chartered Financial Consultant®️
- TRANSFORM Learning Series
- FINRA Series 7 - General Securities Representative
- FINRA Series 65 - Uniform Investment Adviser Law
- FINRA Series 6 – Investment Company and Variable Contracts
- FINRA Series 63 – Uniform Securities Agent State Law
- Doctorate of Theology, Duke University
- Masters of Theology, Wake Forest University
- Bachelors, Clemson University
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Financial Services Certified Professional®
- 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
- Securities Industry Essentials
- Missouri
- North Carolina
- South Carolina
- Tennessee
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.