As a Personal CFO, I am responsible for the coordination of all aspects of your financial life and accountable for you achieving both your business and personal life goals. This entails delivering comprehensive advice on both the personal and business sides of the coin, while seamlessly integrating them into your overall life plan.
Prior to launching Crown Wealth Group, I spent 2 years at a Charlotte-based wealth management firm building out their Personal CFO division as the Director of Personal CFO Services. I spent the previous 8 years building and executing this model as the Managing Director of a private wealth management firm with offices in Raleigh, Richmond and Charlotte.
I earned my Bachelor’s degree in Finance, with a minor in accounting, from North Carolina State University. In my free time, I enjoy golf, travel, following the Wolfpack, Panthers, and Yankees; as well as spending time with my wife, Jessie, and our dogs, Stella and Tim.
My role is simple to explain yet complex to execute daily. Essentially, I am responsible for coordinating all client activity as well as the client's team of experts to ensure the advice that is delivered to you is followed through to completion. This includes representing our clients in real estate transactions through my affiliation with Berkshire Hathaway HomeServices Carolinas Realty.
Prior to launching Crown Wealth Group, I joined a Charlotte-based wealth management firm to build out the operations for a Personal CFO division and led the firm's advisor acquisition strategy. I spent the previous 4 years as a Client Relationship Manager for a private wealth management firm, servicing and providing advice to clients, as well as a lead team member within the firm’s merger and acquisition strategy.
I earned my Bachelor’s degree in Finance from North Carolina State University. I love being outdoors, whether it's at a concert, on the water or on a golf course. Most importantly however, is spending time with my family who lives right here in Charlotte.