I founded Lattice Financial to provide fiduciary financial planning to clients in all stages of life.  Prior to working in the financial sector, I practiced law in South Carolina. While working with my estate, divorce, and small business clients, I realized how great a need many of them had for a trusted financial advisor and knew I could help people in this capacity. I first joined the world of wealth mangement at The Vanguard Group, where I worked with clients in every tax bracket. I then moved to ROL Advisor, where I helped financial advisors incorporate life-centered planning into their practices. 

I enjoy getting to know clients on a personal level and learning their values and goals. I founded Lattice Financial with the mission of taking an analytical approach to building tax-efficient financial plans so that clients can focus on living their best lives.

When not working with clients, I enjoy hiking with my wife and our beagle-mix, fishing, and reading biographies.

I am based in Charlotte, NC, but meet with clients via video conference from across the country.