Financial Advisor for Edward Jones
Member of Rock Hill
My family transplanted to Lake Wylie from Chicago in 2020 and we are loving all things Carolina. The people are wonderful and the extra months of warmth are a bonus. My wife and I have 3 kids (16, 7, and 5), when we are not driving them around, you can find us traveling, discovering great food, or relaxing on the water. When we moved we wanted to be part of the community and focus on helping the community thrive.
As a Financial Advisor I get the chance to aid in your success and work together with your family to create a life that you are excited about living. We pair positive habits with strategies that grow your money in tax and cost efficient ways so you can enjoy today while building an incredible future.
A great referral for me is a person who appreciates others and is willing to work together, stick to their financial plan and make the most out of the good and tough times.