My passion is studying the financial markets and distilling important information regarding them to my teammates and their clients. I joined the firm in 2021 with a desire to be part of something bigger than myself and I have seen first-hand the benefits of having a financial advocate in your corner and how it can change your life. I have known David since childhood, my family and I have been clients for years. I work hand in hand with the advisors as well as the various investment backrooms to create customized solutions to meet our clients' needs. I also help handle the performance monitoring and testing of our investment recommendations making sure we are delivering what we are promising. I am a graduate of UNC Charlotte and avid follower of 49er sports. Outside of work I spend time with family, wife Casey and daughter Eloise. We enjoy spending time outdoors in general. (Golf, Biking, etc.) and whatever adventures young Eloise takes us on.