I grew up in an entrepreneurial family where I learned early the value of relationships, strategic thinking, and building something bigger than yourself. That mindset stuck with me—and it’s what I now bring to the physicians and business owners I serve.

My connection to the medical community runs deep. My wife, Lynsey, is a pediatric nurse. My grandfather spent over 40 years as a physical therapist. My father-in-law is a forensic pathologist, and my aunt is a retired nurse. I’ve seen firsthand the pressures and passions behind high-performance healthcare—and the cost of putting financial planning last.

As a Certified Exit Planning Advisor (CEPA), I help high-income professionals and $2M+ business owners create value, exit strong, and align their wealth with purpose. Whether you’re building toward freedom, preparing to transition, or seeking more clarity post-career, I guide you with strategies rooted in behavioral finance, tax efficiency, and intentional legacy planning.

When I’m not coaching clients, I’m chasing my own version of balance—spending time with my wife, Lysney, and my three kids, Whitley, Wilkes and Walker; at the pool, beach, or playing in the yard. I’m a proud Clemson Tiger, lifelong sports junkie, and cheerleading alum who still believes in teamwork, practice, and playing the long game—on the field and with your finances.

Let’s make your next chapter your best one.