My Story
As a native of Charlotte, NC, I’ve been shaped by the community of Lake Norman, Davidson, and Mooresville. My career path wasn’t without its bumps—like the time a computer glitch almost derailed my entrance into the financial industry. But as my mother said, working at Davidson Wealth Management was meant to be, and I couldn’t agree more. My passion for finance and helping others reach their true wealth has been my driving force since earning my degrees in Finance and Entrepreneurship from Western Carolina University.
My Focus
In my role as Managing Director, I oversee the management of over $1.2 billion in assets for our team (As of October 2024). My focus is on helping ensure that the families we serve achieve their true wealth. It’s about more than just managing money—it’s about helping our clients realize their dreams and goals through thoughtful, personalized investment strategies.
My Life
Family is at the heart of everything I do. My wife, Carrie, and I love volunteering at community events and spending time with our three children—Evely, Conrad, and Jacqueline. Whether it’s grilling for family and friends, cheering on Charlotte FC and the Carolina Panthers, or harvesting vegetables in our garden, life’s simple pleasures keep me grounded. In 10 years, I see myself still overcoming challenges—like horned caterpillars in the garden—while helping our clients reach their true wealth.
CA Insurance #0K27780
