Thank you for visiting my website.

For 25+ years I have had the privalege of working with individuals, families and local business owners in creating personalized strategies and implementing solutions to help them take care of their most important financial goals.  The cool part is, that while there are a handful of universally important financial goals, each situation is unique because each client is unique.  For this reason, my team and I use a comprehensive process to make sure we understand where someone is today  and where they want to be at some point in the future, whether already retired or just starting out.  My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.

Additionally, I help our Branch bring new people into the profession.  We are always looking for good people to join our team.

I am a Charlotte native, as is my wife Catherine (Lowe).  We have two beautiful daughters, Mary Lee and Walker.  Through Myers Park Presbyterian Church we have the good fortune to volunteer with Habitat for Humanity and the Men's Shelter of Charlotte.  We also volunteer with the local MS chapter and support several other organizations.  I have a feeling I will soon be coaching some girls sports teams!