Founder & President
After years in wealth management, I saw firsthand how important it is for clients to have an advisor who listens carefully, understands the full picture, and helps bring every part of their financial life together.
Before founding King Tide Advisors, I led a Relationship Management team responsible for more than $150 million in client assets. That experience shaped how I believe financial advice should be delivered: personal, coordinated, and centered around the client’s goals — not products, sales quotas, or one-size-fits-all recommendations.
I founded King Tide Advisors to help individuals, families, and business owners make more confident financial decisions. Our work goes beyond managing investments. We help clients think through their investment strategy, tax planning, estate planning, risk management, and long-term financial goals so they can move forward with greater clarity.
The best financial planning relationships are built on trust, communication, and a deep understanding of what matters most to each client. That is the standard we work toward every day at King Tide Advisors.
I hold the CFP® certification and am a CERTIFIED FINANCIAL PLANNER™ professional. I earned my Bachelor of Science from the United States Merchant Marine Academy and hold an MBA in Finance. I am also active in the Financial Planning Association and the National Association of Personal Financial Advisors.
