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I’m a middle-aged advisor who’s going through life as you are. I deal with the same hopes and fears we all do about money and life.

For my clients, I’m their partner for the journey.

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Quick bio

  • University of Georgia, B.B.A.-Marketing

  • Wake Forest University, M.B.A.-Finance Concentration

  • 20+ years as an investment advisor

  • Started in the brokerage world and opened my RIA, CH Capital Management, in 2010.

  • Live in Chapel Hill, NC, with my wife and daughter.

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I’ll discuss topics that my clients are concerned about, as well as the things I’m concerned about on their behalf.

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Investment Advisor