After graduating from Berry College, I began my career at Merrill, where I spent several years helping clients navigate important financial decisions and developing the foundation of my advisory practice. I later joined a Family Office team in the southeast, working with some of the region's most financially sophisticated families. All of my experiences deepened my appreciation for the impact thoughtful financial guidance can have across generations and helped shape my approach to serving clients with complex needs. It also solidified my desire to help build a relationship-driven practice focused on delivering personalized advice and exceptional client service. With that vision in mind, I returned to Merrill, where I help clients navigate complexity, plan confidently for the future, and pursue what matters most to them.
I enjoy bringing a sense of clarity to the families I serve. Seeing clients achieve their goals and helping them create meaningful opportunities for themselves and their families is what motivates me every day.
Outside of my practice, I enjoy staying connected to the Atlanta community through the Berry College Alumni Association, the Make-A-Wish Georgia Young Professionals Board, the Piedmont Park Conservancy Young Professionals Group, and Christ Covenant Church.
In my free time, you'll typically find me outdoors, whether that's hiking in the North Georgia mountains, running, golfing, playing pickleball, or spending time on the water. My wife and I enjoy traveling, discovering new restaurants, and making memories with family and friends.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
