Byron, has been a part of Coastal Wealth Management since its founding in 2016 and currently functions as a Financial Advisor. In his role, he assists clients with investment tax strategies, asset preservation, insurance and wealth strategies. Byron has a comprehensive knowledge of retirement issues and helps people who are retired or planning for retirement avoid common – and sometimes irreversible – mistakes. 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. In his time at the College of Charleston, he interned with Kiawah Development Partners, Merrill Lynch, and Lindsay Graham in the U.S. Senate. He is a Charleston native who currently lives with his wife and son in Saratoga Springs, New York.