Charleston, South Carolina Metropolitan Area
Healthcare providers spend their careers caring for others. I help them gain clarity, confidence, and long-term financial security with the care and responsibility of a fiduciary. As the husband of a PA, I understand the long hours, the job changes, and the challenge of managing multiple retirement accounts. Many providers reach a point where they have built meaningful savings but want a clearer path forward and want to feel confident about the next chapter, especially when preparing for a transition, starting a new role, or thinking about retirement. I work with NPs, PAs, and physicians who want a trusted advisor to simplify their finances, organize what they have built, and make confident decisions about the future. I help with consolidating old 403(b) and 401(k) accounts, providing long-term investment guidance for clients with $75,000 of investable assets, and helping clients understand how income and family protection fit into a broader financial strategy. My goal is to bring clarity and peace of mind so you feel in control of your future. My approach is advisory-first, relationship-driven, and focused on your best interest. I take complexity off your plate so you can stay focused on what matters most: your patients, your family, and your time. If you are preparing for a transition or want clarity around what you have built, I am here to help. To view my availability or schedule time: https://outlook.office.com/bookwithme/user/1e8adeac2941405eb20f9a585ba00ad7%40wslife.com/meetingtype/C7Na4y0GXU6iDodJHiGxbw2?anonymous&ismsaljsauthenabled Securities and advisory services offered through W&S Brokerage Services, Inc., Member FINRA/SIPC, a Registered Investment Adviser. W&S Brokerage Services is a member of the Western & Southern Financial Group, Inc. (W&SFG). The views posted on this site are my own and do not represent the positions, strategies or opinions of W&SFG or its member companies. The information on this site is for informational purposes only and should not be considered investment advice or a recommendation of any strategy or product. This profile should not be considered a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of W&S Brokerage Services, Inc. and have not been reviewed or verified by W&S Brokerage Services, Inc. for accuracy or completeness. This page or profile may contain links to sites maintained by third parties. We do not endorse, warrant, or approve the content, correctness, or accuracy of those sites or the products or information offered by any third parties.
"Securities and advisory services offered through W&S Brokerage Services, Inc., Member of FINRA/SIPC, a Registered Investment Adviser. W&S Brokerage Services is a member of the Western & Southern Financial Group, Inc. ("WSFG"). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of W&S Brokerage Services, Inc. and have not been reviewed or verified by W&S Brokerage Services, Inc. as to the accuracy or completeness of the content. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties."