Byron has been a part of Coastal Wealth Management since its founding in 2016 and currently serves as a Financial Advisor. Byron is an Investment Adviser Representative of Headland Capital, LLC. In his role, he assists clients with tax-sensitive investment strategies, asset preservation, insurance planning considerations, and wealth strategies.
Byron has comprehensive knowledge of retirement issues and helps people who are retired or planning for retirement navigate important financial decisions. He is devoted to helping his clients preserve not just their own wealth, but also the future wealth of everyone they love.
EDUCATION & FAMILY
Byron graduated from the Honors College at the College of Charleston in 2012. During his time at the College of Charleston, he interned with Kiawah Development Partners, Merrill Lynch, and Lindsey Graham in the U.S. Senate. He is a Charleston native who currently lives in Saratoga Springs, New York, with his wife and son.