Founder’s Story

Growing up in Nashville, I always admired the resilience and determination of the people in my community. From an early age, I understood the value of hard work, integrity, and loyalty—principles instilled in me by my family. These values, coupled with my experiences working on Wall Street, inspired me to build Greenwood Capital Advisors: a firm that combines Wall Street sophistication with Southern character. Greenwood Capital Advisors is more than an investment bank. It’s a commitment to providing honest, transparent, and results-driven service to the Southeast. While many firms bring big-city credentials to pitch business, they leave after the deal is done. At Greenwood Capital Advisors, we stay rooted here because this is home. You’ll find me walking with my dog, Wally, or spending time with my family at Percy Warner Park. You’ll see me at church in Brentwood or at community events around Nashville. This isn’t just where I work; it’s where I live, and it’s why I take my role as an advisor so seriously.

I founded this firm to deliver transformative value for our clients. We know that executing a deal isn’t just about numbers—it’s about your business, your family’s legacy, and your hard-earned wealth. Our approach reflects that responsibility. We aim to be the trusted partner you can count on to handle your most significant financial transactions with diligence, care, and discretion.

But Greenwood Capital Advisors is also about building something bigger. I wanted to create an entry point into investment banking for talented young professionals who don’t have the usual connections or background to get their foot in the door. Here, opportunities are earned through hard work and potential, not privilege. Our firm prioritizes excellence while embracing the strength of diverse perspectives—ensuring that every voice at the table has earned its place. Ultimately, Greenwood Capital Advisors represents the values I strive to live by every day: hard work, curiosity, honesty, integrity, and loyalty. These principles guide how we serve our clients and shape the culture of our firm.