Wealth Advisor

My approach to wealth management is built on discipline, clarity, and trusted relationships. I work with clients who value a thoughtful plan, a steady process, and an advisor who communicates proactively. I’m known for high energy, strong client service instincts, and the ability to simplify complex financial decisions into clear next steps.

Before joining Regent Peak Wealth Advisors, I built my career across asset management in private markets and derivatives, partnering with RIAs and family offices throughout the Southeast. That background sharpened my strengths in relationship management, business development, and understanding the investment landscape from both the advisor and client perspective. It also reinforced what I believe matters most: a client-first mindset and clear communication.

At Regent Peak, I serve as a Wealth Advisor, focused on delivering a high-touch client experience while also helping expand the firm’s reach through strategic introductions and long-term relationship building. My goal is to help clients feel organized, confident, and in control of their financial lives, while contributing to the firm’s continued growth with purpose.

Outside of work, I coach varsity football at Marist, which has shaped my leadership style and commitment to preparation, accountability, and teamwork. I live in Dunwoody, Georgia with my wife, Elizabeth, and I enjoy staying active, spending time with family and friends, and rooting for the Georgia Bulldogs.