Sound Advice, Right Here in Charleston.
As your Baird Financial Advisor, I’m an advocate for you and your legacy. I believe in your success – because I know how hard you’ve worked to get here. As a member of the Charleston community, I make financial expertise accessible, providing the knowledge and know-how you need to make the best decisions for you and your family. My goal? To help reach yours.
I'm not just located in Charleston – I'm from here. My office is located at 200 Association Drive Suite 100, Charleston, WV 25311, and I am easily accessible and ready to serve our community. Please stop by during my convenient office hours and let’s start a conversation.
I know that every journey is unique. Full of ups, downs, celebrations, and successes. Your wealth management strategy should be as unique as you are, too. At Baird, that philosophy guides the way I work. I get to know you, learning your goals and ambitions, so that I can build a personal financial roadmap to take you where you want to go. My approach is different because I live and work here and use my first-hand knowledge to shape how to support my clients. Rather than following a prescribed formula, I listen carefully and tailor an approach that fits your situation and then work with you over time to help ensure you realize your goals.
Every client’s story is unique – an individual journey with different twists and turns along the way. No matter where your journey takes you, you can rest assured that I’ll be with you every step of the way.
Years of experience have prepared us to guide you through your life transitions.
I am committed to helping you reach your goals by keeping my core values at the center of everything I do: quality, trust, personalization and perspective.
From wealth planning, trust services, business succession and retirement planning, I connect you with solutions tailored to your needs to help make your vision possible.
I am dedicated to investing in the Charleston community.
Contact me if you are interested in attending one of my upcoming local events.
When individuals are able to grow and protect their wealth and achieve their financial goals, the whole community benefits. I am not only dedicated to providing comprehensive wealth management solutions locally but an active member of the community, contributing and volunteering to help Charleston continue to thrive for generations to come. As John F. Kennedy said, “a rising tide lifts all boats”.