BS, University of North Carolina at Wilmington (Finance and Economics)

CAPTRUST, Senior Client Management Consultant

• Carolina Angel Investment Network, Member
• Triangle Impact Investor Network, Member
• Operation Resolute, Advisory Council
• UNC-Wilmington, Cameron School of Business, Economics and Finance Advisory Council
• North Carolina Humanities Council – Gubernatorial Appointee, Board of Trustees (Past)
• UNC-Wilmington, Cameron School of Business, Alumni Steering Committee (Past)
• The Wade Edwards Foundation and Learning Lab, Board of Directors, Treasurer (Past)

Why did you choose to come to work at Balentine?

I was immediately drawn to the team-based approach and the culture that it produces. Balentine is a place where the person beside you wants to see you succeed and grow in your career as much as you do.

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What inspires you to come to work each day?

I’m inspired by my colleagues who, with their varied backgrounds and unique skill sets, come together in a team-based manner for the greater good of serving our clients and helping them meet their goals.

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What is the most exotic place you have ever been?

My wife and I traveled to Bali, Indonesia, for our honeymoon in 2017.

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If you weren’t in this business, what would you be doing?

I would, in some way, shape, or form, be involved in the golf industry. I love the game and the opportunity to spend time outside enjoying the scenery that so many of the great courses offer.

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If you were abandoned on a deserted island, what would you bring?

My wife, Lindsey, and our labradoodle puppy, Sooie. Together, the three of us could survive anything that comes our way!