Owning and operating a variety of businesses over the past thirty years has provided HP with real-world experience. He understands and empathizes with both the small business and individual investor with the challenge of converting assets to wealth. He strives to help clients take the emotional aspect out of investment planning.
HP enjoys watching successful individuals, families, and institutions deploy cost-effective strategies to manage risks to their long-term financial well-being. He helps design portfolios and strategies that are tailored to each client's unique goal.
HP holds the Series 7 and 66 securities registrations through LPL Financial.
Licensed in Life, Annuities, Health, Accident, Variable Contracts (NC, SC & KY); Property and Casualty, Surety, and Marine Insurance (SC).
Bachelor of Science in Applied Science, Miami University
Master of Education, Saint Petersburg State University
Doctor of Philosophy, Saint Petersburg State University
HP and his wife live in Pawleys Island. They enjoy snorkeling, travelling and beachcombing.