As the founder and lead planner of Southbound Wealth LLC, I take pride in shouldering the heavy lifting for my clients. With eight years of experience in the financial industry, I have worked with individuals at all stages of life, however I specialize in supporting small business owners, growing families, and those navigating the transition into retirement.

Drawing from my experience hiking the Appalachian Trail, where I learned to break down long-term goals into smaller milestones, I’ve built Southbound Wealth around the idea of making steady, tangible progress. My goal is to make the financial planning process as seamless and stress-free as possible for the families I work with. Every action and milestone will be clearly laid out, so you can trust that we’re always making progress towards what is important to you.

I earned my BSBA in Marketing from Appalachian State University and most recently served as Senior Lead Planner at a firm managing over $2 billion in assets, where I developed a deep understanding of how to manage complex financial landscapes.

I live in Rock Hill, SC with my wife, Katie, and our two children, Madelyn and Wyatt.