Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2021-present
- Financial Advisor, Financial Solutions Advisor, Merrill Lynch, 2016-2021
- Senior Vice President, Caswell Investments, 2010-2016
Education
- JD, Law, Business, Vanderbilt University Law School
- ALB, Extension Studies, Harvard University
Personal interests and affiliations
- Beaufort Memorial Hospital Foundation, Chairman (since 2019), 2017-present
- Upper Canada Educational Foundation, Trustee, 2010-present
- St. John's Lutheran Church Endowment Committee, Chairman, 2018-2021
- Beaufort County Open Land Trust, Trustee, 2014-2019