Investing in Charlotte: Building Wealth, Strengthening Community
Charlotte isn’t just my business location — it’s my home. It’s where my wife and I are raising our two kids, where I’ve served on the board of our HOA, and where I’m honored to now serve on the Board for Mecklenburg County.
Over the years, I’ve seen how one person’s commitment — whether it’s time, talent, or capital — can create ripple effects that strengthen our entire city. My vision for wealth management goes beyond numbers on a page: it’s about helping clients invest in a future where Charlotte thrives for generations.
Why Local Investing Matters
As a fee-only fiduciary financial planner in Charlotte, I help clients align their money with their values.
While traditional investments are important, local investing offers a unique opportunity:
You see your impact firsthand.
You help grow the very businesses that make Charlotte unique.
You create jobs, opportunities, and stability in our community.
When you invest locally, your returns aren’t just measured in dollars — they’re measured in stronger neighborhoods, vibrant small businesses, and a more resilient local economy.
Spotlight on Charlotte Partnerships
I believe in highlighting the good work already happening in our city:
Enderly Coffee – More than a coffee shop, they’re creating economic opportunity and building meaningful connections across Charlotte.
Out of the Ashes (OOTA) Ministries – Helping individuals rebuild their lives through faith, mentorship, and skills training.
Supporting organizations like these isn’t charity — it’s an investment in the kind of community we all want to live in.
From Local Boards to Local Businesses
Serving on local boards has given me a close-up view of how intentional decisions can transform a community. Whether it’s neighborhood planning at the HOA level or county-wide initiatives through the Mecklenburg County Board, I’ve seen the power of strategy, collaboration, and vision.
That same approach applies to investing: when you put your resources into the right opportunities, you help turn potential into reality.
How We Can Work Together
Local investing looks different for every client:
Strategic introductions to Charlotte entrepreneurs and business leaders.
Guidance on evaluating private opportunities with a clear understanding of risks and returns.
Philanthropic strategies that align with both your values and long-term financial plan.
My role is to help you invest confidently — knowing your money is working for you and for the city you care about.
Let’s Build Charlotte’s Future Together
If you’re ready to invest not just in your personal wealth, but in the city that helped create it, I’d love to start the conversation.
Together, we can build a portfolio — and a Charlotte — worth passing on to the next generation.