I founded Golden Pine Advisory with the vision of transforming the financial planning process to a smarter, simpler and more efficient system. I chose to shift the focus of my firm away from the product sales approach that is commonly found in the industry and instead placed a focus on providing a client-friendly process with custom tailored financial plans and fee-only advice at a more affordable cost.
I was born an entrepreneur with a strong interest in technology and finance. Before college, I started and successfully ran my own computer build and repair business. I continued these interests after graduating Summa Cum Laude with a bachelor’s degree in business from North Carolina State University.
I began my career as a financial and accounting analyst at one of the largest mortgage banks in the Southeast. After this experience, I ultimately knew that I wanted to work directly with clients and establish life-long relationships, so I completed my training and began working for a large brokerage firm in 2008. I acquired the Chartered Retirement Planning Counselor℠ designation in 2008 and CERTIFIED FINANCIAL PLANNER™ designation in 2013.
I grew up in a small town in North Carolina, just outside of Pinehurst, where I later married my beautiful high school sweetheart, Jordan, in 2008. Together, we are blessed with an amazing daughter, Ainsley, as well as twin boys, Walker and Wright, and our energetic Australian Shepherd, Penny. Family holds a special place in my heart, and I cherish every moment making memories with them. In my free time, you can find me indulging in my passions for traveling, fishing, boating, and everything related to NC State Athletics – Go Pack! Alongside my dedication to smarter, client-friendly financial planning at Golden Pine Advisory, I wholeheartedly pursue my passion for giving back to the community by actively engaging in committees at the Sandhills Classical Christian School and serving as a dedicated board member for the George W. and Ruth R. Baxter Foundation. I eagerly anticipate the opportunity to empower individuals on their unique financial journeys.