I am an advisor, speaker and author. As Head of Wealth Management for Triad Financial Advisors, I am a Certified Financial Planner™ professional who strives to perpetually evolve our service for clients while partnering in the collective development of our advisory team. I wrote the book Simple Money and co-authored The Ultimate Financial Plan with best-selling author, Jim Stovall. I’m a member of the CNBC Financial Advisor Council and a regular contributor for Forbes.
A central theme drives my writing and speaking: Personal finance is more personal than it is finance.
Regardless of our income or net worth, I believe it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life.
Couching timely application in timeless wisdom, I educate at private events as well as in television, radio, print and online media. With a passion for relational communication, I am fortunate to have been featured on NBC’s TODAY Show, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.
I am a proud father first and live in Charleston, South Carolina where my boys and I are active members of our community. Outside of personal finance, my favorite pursuit is music, and I play the drums and sing in an indie-bluesy-jazzy-rock band and at my church. I’m also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.