I’m a senior vice president and financial advisor for The Cape Fear Group of Raymond James, serving as its relationship and business development manager. I specialize in retirement planning, investment management, income-producing assets, and building rapport with a mostly conservative client base of high-net-worth individuals.
I began my financial career in 2005 as a regional private banker with Wachovia Bank and Wachovia Securities. I joined Truist’s predecessor firm, BB&T Wealth, in 2010 as a private advisor. I partnered with Charles Mintz to create The Cape Fear Group in 2013. In 2021, I joined Raymond James along with the team, drawn by its depth of resources and emphasis on client-first service. In my free time, I enjoy offshore fishing, spending time with family, golfing and coaching youth baseball.
Education
Bachelor of Science in business administration
Montreat College