1950 Augusta Street,
Greenville, SC 29605
Background & Experience
Eagle Scout (’75); BS Accounting (’84) University of SC; audit & tax accounting experience ’84-’85; US Senate Personal Asst. ’85-’86; Wealth Advisor ’87 – present; Certified Wealth Strategist®; First Presbyterian Church, Greenville, SC – Elder, past Treasurer, and Deacon; St. Andrew’s Society – Past President; Blue Ridge Council BSA – Exec. BOD; 721 Ministries – BOD; Poinsett Club.
How I Can Help You
In coordination with the your legal and tax advisors, I employ disciplined investment, tax efficient, and estate planning strategies, consistent with your unique goals and needs. Independently partnered with Charles Schwab & Co, I put your interests first. I am compensated on a fixed fee basis, providing you with unbiased, conflict free investment portfolio strategy and management, as your investment fiduciary.