With 17 years of experience as a financial advisor, I believe in a holistic approach to financial strategies that begins by understanding and clarifying your expectations and what's most important to you.I'm honored to share that I was recently named as one of the Best-in-State Top Wealth Advisors for 2024 by Forbes magazine. The selection criteria ranged from best practices for serving clients, to compliance records, to assets under management. These are all areas that our team is consistently diligent about nurturing (Source - 2024 Forbes Best-In-State Wealth Advisors in South Carolina, published April 2024, research by SHOOK Research LLC, data as of June 2023. Compensation provided for using, not obtaining the rating).Our process involves more than just investment guidance. We collaborate with your CPA, Estate Attorney, and other Professionals to address the entire scope of financial concerns including:Investment StrategiesRetirement Income PlanningAsset PreservationTax MitigationLegacy StrategiesCharitable GivingWe take time to educate you on the strategies and investments we use so that you will feel secure when making decisions. Relationships are key and our focus is on you. We have a team with 37 years of experience. Our team, paired with advanced technology, will assure you receive the most current and comprehensive guidance. Our practice ranks among the top 200 Financial Advisors at Edward Jones. I have been honored with the Edward Jones Managing Partners Award annually for the past four years. This is an honor reserved for the firm's top 400 financial advisors.I earned a Master of Business Administration (MBA) in 1999 from Clemson University. I received a Bachelor of Science in Mechanical Engineering in 1997 from Clemson University.I am originally from Anderson and have lived in this community my entire life. My wife, Anslie, and I have one son, Holden, who is 19. I enjoy traveling and golf.I actively support the Cancer Association of Anderson. I previously served on the board of visitors for Anderson University and I am a past volunteer for raising funds for children in need through the YMCA./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.