With over 25 years of experience in diverse executive roles within both the public and private sectors of the financial services industry, I’ve had the privilege of building my career on education, strategy, and client relationships. Alongside my wife, Kate, and our team at Innovative Premier Financial Services, LLC (IPFS), we focus on educating our clients, using scientific economic principles, and fostering long-lasting relationships. My professional journey has included producing a financial talk radio show, “All Things Financial,” delivering public speaking engagements, and managing full-service insurance agencies, property and casualty agencies, and a FINRA broker-dealer. I currently hold series 7, 24, 63, and 65 securities registrations.

At home, I live with Kate and our children—Zackary, a firefighter in Hanahan, SC; Abby, who plays D-1 softball at UIW; Regan; and Cooper. In my spare time, I’m an Ironman triathlete, marathon runner, cyclist, martial artist, and love cheering on and coaching my kids in their activities.