BJ became a financial professional as a result of his own personal experience. The youngest of eight children, BJ watched his widowed mother work multiple jobs to support her family. He also saw his mother and his grandparents face difficulties when their situation required long term care. His desire to help people in similar situations was born from these experiences early on in his life.
Today, in addition to working with retirees and business owners, BJ relates uniquely to widows and single mothers, understanding the unique challenges they face. Helping them design a plan aligned with their goals and objectives is what gets him motivated each day to meet with his clients. He manages the day-to-day affairs of investment services, estate planning, and insurance services for clients out of the Myrtle Beach office.
Upon graduating from The University of South Carolina at Coastal Carolina in 1992, BJ attained his securities and insurance licenses and became an Investment Advisor Representative.
BJ has continued his close association with his alma mater and currently serves on the Coastal Carolina Planned Giving Council. His dedication to his community is evident as he has served as a Chartered Board Member and Past President of Neighbor to Neighbor, a nondenominational, faith-based nonprofit that serves seniors and their families. In addition to currently serving on the resource committee at Neighbor to Neighbor, he is a member of the Knights of Columbus and Chicora Rotary, both organizations devoted to providing prayer and financial support for widows, orphans and children in need.
BJ enjoys serving as an usher at his church, being active outdoors as much as he can, relaxing at the beach, and spending as much time as possible with his wife, Dottie, step-sons, Jack and Ryan, and their four-legged kids, Baxter and Lando!