Experienced judgment. Clear financial leadership.

My experience includes public accounting, audit, nonprofit financial leadership, service as a chief financial officer, business coaching, and decades advising individuals and closely held businesses. That range matters because tax decisions rarely live in isolation. They affect business value, family goals, financing, philanthropy, succession, and the next generation.

My role is to ask the questions that connect those decisions, translate complexity into plain English, and work collaboratively with the client’s attorney, investment professional, insurance advisor, lender, and internal team. I believe the best advice is proactive, practical, and grounded in what the client is actually trying to accomplish.

I am a South Carolina Certified Public Accountant and Chartered Global Management Accountant. Outside of client work, family, community service, books, and basketball keep me curious—and occasionally humble.

I proudly serve individuals and business owners in the Charleston, South Carolina area, including residents of Mount Pleasant, Johns Island, James Island, and Isle of Palms.