I grew up in North Carolina and landed my first “job” when I was 15. In January, of that following year, my parents handed me a 1040EZ to fill out on my own as I was introduced to the world of finance. When I was 26, I took a job working in 401k customer service where I quickly learned that there were many people who needed help in your financial lives. I eventually made the decision to become a financial advisor where I could combine my passion of helping others with my interest in planning and investments.
As part of Nine Bridge Financial Partners, I have the privilege of helping my clients plan for the goals that are important in their lives. This includes planning for retirement, managing investment assets or navigating generational wealth transfers.
When I talk with people about what is important, rarely is money at the top of the list. As a financial advisor and CERTIFIED FINANCIAL PLANNER® professional, my role is to help clients manage their financial lives so they can spend more time doing the things they enjoy and spending time with those that they love. The financial world is continually changing and I’m passionate about helping my clients face these challenges.
I currently live in the Charlotte area with my wonderful wife, Laura. I also have two grown sons, Ryan and Conner, who both live in North Carolina. In my spare time I can usually be found running on a trail or the roads in town and love to do just about any outdoor sport!
California Insurance License 0G18722. Resident State NC
AR Insurance Producer License # 6615408