About Me

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 through serving congregations across the Carolinas, where I walked alongside children, teens, and adults as they discovered faith and grew in their spiritual journeys. 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 Financial Advisor at Thrivent. I bring over 5 years of financial industry experience helping individuals, families, and business owners align their finances with their goals and values. Before moving my financial planning practice to Thrivent in 2025, I worked in various roles at New York Life and Eagle Strategies.


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.


I continue to serve the local church through leadership at The Welcome Table and as a coach and consultant at Pinnacle Leadership Associates.


Outside of my professional work, I serve as a board member for Family Promise of York County, partner with York County Habitat for Humanity, and supporter of South Pointe High School, particularly the track and cross-country programs.


I am married to Sarah, a pediatric nurse practitioner, and proud dad to three teenagers – Garrett, Keller, and Emma Kate.


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.

Community Impact

  • Board Member | Family Promise of York County
  • Founding Pastor | The Welcome Table
  • Coach & Consultant | Pinnacle Leadership Associates
  • Member | NAIFA - South Carolina
  • Fmr. Coordinating Council Member | Cooperative Baptist Fellowship of SC
  • Fmr. Political Involvement Leader | New York Life
  • Fmr. Board Member | Teen Health Center


Education & Experience

  • Bachelor of Arts in Communication Studies | Clemson University
  • Master of Divinity | Wake Forest University
  • Doctor of Ministry | Duke University
  • 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
  • State(s) Licensed: NC, NJ, SC