Highlands, North Carolina
479 South Street, Suite 2
Highlands, NC 28741
Toll Free: 855-526-3535
My Community Activities
- Board Member of the Cashiers Area Chamber of Commerce
- Paul Harris Fellow of the Rotary Club of Cashiers Valley
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in the Highlands office. I began my financial services career in 2004, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to fish, hike, mountain bike, travel, read and home renovation projects. I also enjoy watching Rugby matches and Le Mans-style racing.
Areas of Concentration
- Advisory Portfolios
- Financial Planning
- Investment Strategies
- Retirement Planning
- Tax-Reduction Strategies
- Wealth Management
Education and Credentials
- Furman University, Bachelor of Arts degree in Business Administration
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2004
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2013
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.