My Story
Raised in Davidson, NC, I’ve always had a passion for finance and the markets. My love for sports, particularly college football and baseball, has shaped my competitive spirit and my approach to financial management. After earning my degree in Finance from Clemson University, I joined Davidson Wealth Management, where I’m committed to helping clients navigate the complexities of the financial world.
My Focus
As Director – Investment Strategy at Davidson Wealth Management, I work on our Investment Management team, where I research and analyze factors affecting various securities. I’m responsible for managing the investment models we oversee in-house, striving to ensure that our portfolios align with the mandates of each model. I’m passionate about learning and reacting to new information every day, which helps me stay ahead in an ever-changing market.
My Life
Outside of work, I’m an avid golfer and sports enthusiast. Whether it’s playing a round of golf with my dad and brother or watching Clemson football and Yankees baseball, I’m always looking for ways to stay active and engaged. My personal philosophy is to lead by example and have fun, which I apply to both my professional and personal life.
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