I believe there’s always more to learn. That belief has shaped both my interest in investing and the way I approach relationships with others. I was originally drawn to financial advice by a curiosity in markets, but what has kept me here is the opportunity to use that knowledge to make an impact on people’s lives. I believe clients deserve thoughtful, well-researched advice from someone who is willing to listen, challenge assumptions, and continue learning on their behalf.
My role is to help clients understand what is happening in their portfolios and in the markets without losing sight of the bigger picture. I try to take complex investment topics and make them understandable without oversimplifying them. Whether discussing market movements, portfolio performance, or a new investment opportunity, I want clients to understand not only what we are doing, but why we are doing it. That clarity can make it easier to stay disciplined through changing markets and remain focused on the goals that matter.
“It is impossible for a man to learn what he thinks he already knows.”
Epictetus
I design and manage customized investment portfolios aligned with each client’s goals and risk profile, bringing a disciplined, analytical approach to research across equities, fixed income, alternatives, and global markets. Before joining Acumen, I spent more than four years at Vanguard, where I supported financial advisors, portfolio managers, and institutional teams nationwide. My work centered on quantitative analysis, portfolio diagnostics, and risk and performance evaluation. Earlier in my career, I worked in small-business consulting, focusing on financial analysis and growth strategy. I earned a degree in Finance from UNC Charlotte and hold the CFA® designation.
I’m guided by integrity, preparation, and long-term thinking. I believe effective wealth management is built on trust, clarity, and disciplined decision-making, and I’m motivated by helping clients gain real confidence in their financial plans. That mindset is a natural fit with Acumen’s collaborative culture and commitment to acting in clients’ best interests. Throughout my career, I’ve found that some of my best learning has come from working alongside people who see a problem differently than I do, and I value being part of a team where different perspectives are encouraged.
Outside of work, I live an active, outdoor-oriented life. Rock climbing, hiking, camping, traveling, and cooking are all part of my routine. I climb throughout the Southeast, with Linville Gorge in North Carolina being my favorite destination. I’m also a former Division I track and cross-country athlete, and I spend much of my free time outdoors with my dog, Wanda. Those pursuits keep me grounded and remind me what balance and perspective truly mean.
Chartered Financial Analyst® (CFA®) designation consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of four years of work experience, and multiple letters of recommendation. Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics.