I'm a Certified Financial Planner™ professional and the second-generation leader of Oak Street Advisors, taking over the firm in May of 2025. With over a decade of experience in the financial services industry, I specialize in holistic financial planning, retirement income strategies, and tax-efficient investment management for high net worth families, retirees, and small business owners. 

Since joining Oak Street Advisors in 2014, I've worked hard to expand our firm’s services and reach, including opening the Charleston-area office.

As a fiduciary, I provide advice that is always in the client’s best interest—free from commissions or product sales. My planning approach blends modern portfolio strategies with personalized tax planning, Social Security optimization, Roth conversion strategies, dynamic retirement income withdrawal strategies, and estate coordination. I admittedly love "nerding out" on all things planning and investment! 

Outside of work, I enjoy golfing, boating, and spending time outdoors with his wife Laura and daughters Riley and Ramsey. Our dog, Luna, often joins us on walks through Mount Pleasant and Isle of Palms. I'm an avid Clemson University sports fan -- attending several games with my family each year.