Guiding Your Financial Journey, One Move at a Time

Peace by Piece

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We Value Relationships

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About Me

I am the founder and President of Paladin Financial Services, a pragmatic wealth management and retirement income planning firm. From day one, the goal has been to help our clients make smart decisions with their money so they can enjoy their life.

"Peace by Piece" means having the resources and plans in place to make these smart money decisions through personalized steps, much like putting together a puzzle where each piece contributes to the greater whole. It’s not something that can be achieved all at once, but rather through a continuous process of understanding, evaluation, and dialogue.

You spent a lifetime making a legacy or are still adding to it. Let our prudent approach help you make the most of it.

Who Am I?
I am an amateur photographer, a semi-decent golfer, and an improving cook.

First Concert: The Eagles

Fun Fact: I co-host a live, morning television talk and interview show two days a week (Mondays and Tuesdays).

Weird Facts: I walk 3 miles in the mornings, hold an amateur radio license, and still no hole-in-one (yet).

Bucket List Trips: Scotland, France, Australia, and New Zealand.

Credentials: BS English, Furman University; Masters in Economics, North Carolina State University; 40 Years in the Financial Services Industry; Registered Financial Consultant (RFC®) with the International Association of Registered Financial Consultants; Accredited Asset Management Specialist (AAMS™) with the College for Financial Planning.

A Relationship Driven Financial Planning Process

We believe that before investments and products ever come into play, we must establish a relationship. As such, we believe a financial professional should listen before acting, reduce your stress, and provide ongoing consultations and adjustments.

Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.

Why Choose Us?

We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.

HOLISTIC APPROACH

Want More Information?

Whether you have questions, need advice, or want to discuss your financial goals, we are here to help! Please provide your email and any questions you have, and one of our dedicated team members will follow up to schedule a consultation.

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