Founding Partner | Wealth Manager
As a founding partner of Cox, Klugh & Company I assist clients in understanding how they think about their financial lives, helping them through a goal-based, holistic planning process. I have extensive experience in helping people live the life they want through dynamic financial planning and providing personalized investments and other offerings for specific client needs.
Previously, I was a financial advisor at McDonald, Cox & Klugh until we were acquired by United Capital Financial Planners in 2015. United Capital became what we know now as Goldman Sachs Personal Financial Management. In 2023, Art Klugh and I teamed up to join Cox, Klugh & Company with Concurrent Investment Advisors.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and graduate of Clemson University.
I married my high school sweetheart, Whitney and am blessed to have two caring and bright children. When outside the office, I enjoy serving my community through various non-profits as well as my church where I teach a Sunday morning Bible Study.
