Professional

WORK & COMMUNITY SERVICE

Founder & Lead Advisor, Hexis Wealth Advisors.

Leadership Development Coach, Wake Forest University School of Business: Allegacy Center for Leadership and Charachter.

Alumni Admissions Committed, Duke University.

Adjunct Professor, Wake Forest University and Duke University (2018-2022)

 

EDUCATION

Th.D. in Theology, Ethics, and Economics, Duke University

M.A. in Religion and Anthropology, Wake Forest University

M.Div., Wake Forest University

B.A., Maryville College 

 

PUBLICATIONS

Promethean Treasure: Greed, Race, and the Ethics of Wealth Building. Orbis Books, forthcoming 2025/2026.

Virtue, Vice, and Western Identities: A Thomistic Account of the Sins of White Power. Duke University, 2018.

White Island in a Black Sea: An Examination of Race and Christology in a Southern Church. Wake Forest University, 2011. 

 

COURSES TAUGHT

Financial Leadership and the Religious Life- Wake Forest University

Global Wealth and Moral Theology- Duke University

Church, Society, and Justice- Duke University

Race and Sports- Duke University

 

PROFESSIONAL LICENSES

Series 7: General Securities (Investments)

Series 63: Uniform Securities State Law (Investments)

SIE: Security Industries Essentials

Life and Health Insurance

Here are my areas of expertise

My team and I work with various client groups, but we are particularly skilled at helping highly productive physicians, engineers, researchers, university administrators and business owners to help build multi-generational financial strategies. 

Financial Planning

Multigenerational Planning

Disability Planning for Physicians & Dentists

Planning for Special Needs

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Charitable Planning

Estate Planning