At Pro Med Wealth, I specialize in helping physicians and medical professionals bring clarity to their complex financial lives.
My process starts with a personalized financial roadmap tailored to your career stage and goals. Together, we’ll:
Strategically manage student debt
Optimize your cash flow
Build a long-term investment plan for retirement
Minimize taxes
Ensure efficient, right-sized insurance coverage
Whether you’re in residency, practice ownership, or planning for retirement, I help you create lasting financial confidence — for you and the generations that follow.
Whether you’re just starting your career, hitting your stride, or thinking ahead to retirement — these physician-focused guides will help you make smarter, more confident financial decisions.
Inside, you’ll learn how to:
Build Wealth That Lasts: Identify gaps between income and true net worth, and coordinate your advisors for a unified strategy .
Start Strong: Make the first five financial moves every new physician should — from loan repayment to insurance protection .
Retire Ready: Create a structure for long-term stability and peace of mind with tax-smart withdrawals and legacy planning .
💡 Each guide delivers practical, physician-specific insights you can apply right away — no jargon, no fluff.
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With deep roots in the medical and entrepreneurial communities, I understand the pressures and passions that drive physicians and business owners. My wife is a pediatric nurse, and many in my family have walked the healthcare and business ownership paths — experiences that have shaped my commitment to proactive, personal financial planning.
As a Certified Exit Planning Advisor (CEPA), I help high-income professionals and $2M+ business owners plan confident exits, build transferable value, and align their wealth with their greater purpose. That same approach goes for my medical professional clients.
Outside of work, I’m a proud Clemson alum, husband, and dad of three. I believe the best financial plans, like great teams, are built with trust, clarity, and a long-term view.
Let’s plan your next chapter — and make it your best one.
We like having a team that can lean on each other through tough and good times. Be a part of a team YOU can count on.