Back to Team
Position
Managing Director, Institutional Wealth
When did you start with BNA?
June 2025
Education
BS Business: Economics, Liberty University
Associations & Memberships
IWI - Investments & Wealth Institute
NAPA - National Association of Plan Advisors
Favorite thing about working at BNA?
Team approach and client first philosophy
Volunteering
Heart Math Tutoring
Hometown
Middleburg Heights, Ohio (Suburb of Cleveland, OH) I appreciate the amount of sunshine in the Carolinas
Favorite thing about Rock Hill?
Riverwalk is a beautiful place to work
Hobbies
Scuba Diving
Favorite TV show?
Giving up on TV to read the classics
