Founding Partner | Wealth Manager
I began my career with Nationwide Financial over 20 years ago. In 2006 I joined my partners Tom McDonald and Brandon Cox at McDonald Advisors, which soon became McDonald, Cox & Klugh. In 2015 we merged with United Capital and eventually became Goldman Sachs Personal Financial Management in 2019. In 2023 Brandon Cox and I made the decision to join Concurrent Investment Advisors.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a fourth-generation financial advisor, as well as a fourth-generation graduate of Clemson University. When I am not working, I enjoy spending time with my wife and kids, along with hunting, fishing and attending Clemson sporting events.
