Office Location:
1036 Lansing Drive
Suite 200
Mount Pleasant, SC 29464-3879
My practice is centered around helping medical professionals navigate the complexities of their financial lives. By focusing on a comprehensive process rather than prescribing product-centered solutions, I serve as a resource and trusted financial advisor to my clients. My process is based on a time-tested planning philosophy that seeks to build financial balance, optimize cash flow, and improve tax efficiency by putting each dollar to its highest and best use. The result is guidance tailored to the unique financial position and goals of my clients designed with flexibility in mind.
My passion for finance lies in helping clients become excited about their future and discover new possibilities. Much like a physician is called to their profession out of an altruistic desire to improve the lives of others, I am called to this profession for a purpose greater than myself. My favorite part of working with clients is seeing their faces light up with excitement as their reach new milestones and achieve their most important goals. I am driven to combat the spread of misinformation and provide deeper, meaningful guidance instead of the one-size-fits-most advice touted by many financial “gurus”.
I believe in practicing what I preach and strive to live a balanced life. I enjoy spending time with my beautiful wife and our growing family. I like to run and play golf and I squeeze in a little guitar playing when I have a free moment (lots of 90s alternative if you’re curious).
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
© 2024 Consolidated Planning. All rights reserved.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
