Dedicated wealth management professional with twenty-five plus years experience providing tax and financial planning services to high-net-worth individuals, S-Corps, LLCs, trusts and nonprofit entities. Leader in family office environment, skilled relationship builder and trusted advisor to a diverse set of clients. I graduated Magna Cum Laude with a Bachelor of Science degree in Business Administration with an emphasis in Accounting from the University of South Carolina and am currently licensed as a Certified Public Accountant and Certified Financial Planner. I have also held Series 7 and 63 securities registrations and had my SC insurance license. I am a member of AICPA, SCACPA, Rotary Cl