Investing is life. We all invest in relationships, commitments, learning, and in our various interests every day of our lives. Financial organization is simply managing the resources we have, or plan to have, in ways that are acceptable to us. I believe that my ongoing financial advice and guidance has been schooled through my professional training and licenses, as well as my several decades of work in church ministry, chaplaincy, and teaching at the college level.
Before joining LPL and Daniel Wealth Management, I worked with AXA Advisors, Scott and Stringfellow, Merrill Lynch and Edward Jones. These associations have given me valuable experience in helping Families and Business Owners to understand their many options and executing viable plans as they worked towards their financial and personal goals.
When I’m not in the office, I can be found in my roles as husband to Jane, father to our three grown children Mary Anna, Ryan and John (Kelsey), pastor of Bethany Baptist Church, playing golf, fishing, or antiquing with Jane, all from our home in Sumter, South Carolina.