We are dedicated to providing investment management and strategic wealth planning that is specific to your personal circumstances. Our first objective is to educate and inform. There is a very insightful quote from Benjamin Franklin - "an investment in knowledge always pays the best interest". We believe the best decision is a fully informed decision.
A little about me - I'm a lifelong Charlestonian and my family has resided in the area for over 200 years. I've worked in various aspects of the financial services business for 34 years and founded Church Street Financial Management to provide simple, straightforward advice without all the financial jargon. Church Street Financial works selectively with a limited number of individuals and families, meaning the "fit" has to be good for both the client and the firm. It is important to me to be an independent, unbiased advisor with the client's best interests at the center of all we do.
On a more personal note, I am married with two children and three grandchildren. Family is very important to me. I also enjoy giving back to my community and have served as treasurer of my church for the past twelve years and volunteer at the MUSC Children's Hospital.