WHY I HAVE CHOSEN A CAREER IN FINANCIAL PLANNING:
I am a native South Carolinian who relocated to San Diego in 2000. I am the son of depression era parents who instilled in me a strong work ethic. I counsel my clients to live below their means, eliminate consumer debt, continually save and invest, diversify their investments and insure those assets that they cannot afford to lose.
I began my career in public accounting at Price Waterhouse in 1983. After obtaining my CPA, I moved into private industry holding several positions as assistant controller and controller for several large privately owned and publicly traded companies.
In 2000, I moved to San Diego and began a financial planning practice. I chose to utilize my financial background and expertise to help individuals and families make informed decisions about their finances. I wanted the opportunity to help people answer pressing questions such as:
MY FAMILY AND I:
When I am not working, I enjoy spending time with my wife Holly, family, and friends. I also enjoy riding my bicycle, swimming in the ocean, and serving at church.
PROFESSIONAL CREDENTIALS & LICENSES: