This article originally appeared in the June 2026 print edition of the Charlotte Business Journal. You can read the story online here (subscription required) or continue below. This article has been shared with the permission of the Journal.
What drew you to Oakworth Capital Bank?
I was immediately attracted to Oakworth’s core values, and the way the entire team demonstrates those values every day. Our collaborative culture, combined with coordinated guidance across banking, investments and trust services, is second-to-none in Charlotte. We’re committed to building long-term client relationships across generations, and strive to do the right thing, the right way, every time, for every client.
How would you describe your leadership philosophy?
When leaders are confident and optimistic about the future, this shapes culture, teams and client service. It’s important to surround yourself with associates who challenge your thinking, bring innovative and creative ideas and keep plans grounded in reality.
What advice would you give business owners, professionals or families looking for a financial partner?
Look for a partner who is willing to take the time to understand you, your business, your family and your goals over the long term. Then ask yourself, “Does this advisor or firm have the experience and capacity to help my family achieve long-term financial success?” Another helpful question is, “Tell me about the clients you work with. What situations do they typically navigate? Are they similar to mine?”
What’s something you wish more people understood about investing and wealth management?
First, investing is often more about time than timing. Younger investors have time on their side – a huge advantage. Second, there is a common misconception that as your wealth increases, so must the complexity in your investment portfolio. In many cases, a portfolio can be straightforward and efficient, and still be aligned with your goals. Third, pay attention to taxes, fees, and liquidity (or illiquidity). Over time, these can meaningfully affect investment outcomes.
What qualities do you think make your team members great partners for your clients?
Our team members are experienced professionals, attentive listeners and naturally curious problem-solvers. We bring creativity and care when developing customized advice. Oakworth clients often share how easy it is to work with a team that takes time to understand their personal situation, and to develop thoughtful solutions that reflect their unique needs and goals.
What’s one word you would use to describe Oakworth’s client experience?
“Refreshing.” I have heard this expression recently from a number of our clients. They trust their relationship with Oakworth because we understand their business and personal situation and are there to help them succeed financially. When clients experience this level of care, it often feels meaningfully different. It comes down to Oakworth’s people, our service and how easy it is to do business with us.
Oakworth is clearly unique – what’s unique about you?
I enjoy live music and dabbling a bit on the drums. One of my favorite songs to play to is “Crawling Back to You” by Tom Petty, and a second contender is “Baby, Hold On” by Eddie Money.
Oakworth Capital Bank (OCB), Member FDIC, Equal Housing Lender, provides banking, wealth and advisory services. Advisory Services, including investment management and financial planning, are offered through Oakworth Asset Management LLC (OAM) a registered investment advisor. OAM is owned by OCB. Investment products and services offered via OAM are independent of the products and services offered by OCB, and are not FDIC insured, may lose value, have no bank guarantee, and are not insured by any federal or state government agency. Because of the ownership relationship and involvement by OAM associates with OCB, there exists a conflict of interest to the extent that either party recommends the services of the other. For additional information about OAM, including its services and fees, visit adviserinfo.sec.gov.