This is the longer version of the one page resume I keep with Wofford College. Where a line can be checked somewhere other than this site, the source is listed at the bottom of the page.
Experience
Estate Watch, LLC
Founder. January 2026 to present.
- Founded a South Carolina probate services company built on free software: families get state probate forms, statutory deadlines, and a cost estimate at no charge, and pay only for non-legal work they choose to hand off, from publishing creditor notices and ordering death certificates to coordinating local vendors such as locksmiths, cleanouts, estate sales, and appraisers.
- Fully directed AI-assisted development of the platform, which walks families through eight South Carolina probate court forms and calculates the statutory filing fee from the estate’s value, backed by more than 1,100 automated tests.
- Analyzed 5,049 Greenville County estate administrations to learn where families most need support. 59.7% had no attorney of record and the median estate took 371 days to close, which focused the product on plain-language guidance for families handling probate themselves.
- Won $4,000 in prize funding: third place ($2,500) and the Algernon Sydney Sullivan Impact Award ($1,000) at Wofford’s Terrier Startup Challenge, plus $500 from the Sullivan Foundation. One of five presenters at its showcase at the Piedmont Club in Atlanta.
More about Estate Watch.
Keller Williams Realty
Real Estate Agent. August 2026 to present.
- Work with Upstate buyers and sellers whose move follows a major life change, such as a death in the family, a job relocation, retirement, or downsizing, and welcome first-time buyers moving on from college or into a new career.
- Meeting with prospective buyers. The practice runs separately from Estate Watch, which does not recommend agents and earns nothing from home sales.
More about my real estate work.
The James-Atkins Investment Fund
Assistant Portfolio Manager, Real Estate. August 2026 to present.
Fixed Income/Domestic Equity Portfolio Manager. August 2025 to May 2026.
Real Estate Research Associate. August 2024 to May 2025.
- As Portfolio Manager, led a five-member equity research team, built valuation models, and presented buy recommendations of $10,000 or more, including a 6% adjustment to the fixed income benchmark.
- Research real estate positions using the Bloomberg Terminal and present monthly to investment partners in Excel and PowerPoint.
Wofford Real Estate Club
Project Director. Fall 2025 to present.
Analyst. February 2025 to fall 2025.
- Research and underwrite commercial properties across the Upstate, with additional work in other markets, using CoStar and building the Excel models behind monthly investment pitches.
- Direct 20-minute property pitches presented to commercial real estate professionals.
White Title Abstracting
Title Abstractor. May 2025 to August 2025.
- Researched property title history across two counties using GIS and county systems, verifying deed and mortgage records.
- Compiled more than 500 chains of title, identifying encumbrances including judgments, mechanic’s liens, and federal tax liens.
Collegiate involvement
Sigma Nu
Collegiate Advisor, Sigma Nu Educational Foundation Board of Directors. July
2026 to July 2027.
Treasurer, Eta Omicron Chapter. November 2024 to November 2025.
- Appointed to a one-year term giving the collegiate perspective at Foundation board meetings.
- As Treasurer, managed a $130,000 annual budget, including wire transfers, check writing, and dues collection.
Wofford College Judicial Commission
Chair. August 2026 to present.
- Chair the 11-student commission that hears cases under the Code of Student Rights and Responsibilities, and conduct its hearing boards.
Office of Residence Life
Resident Assistant. August 2024 to present.
Head Resident Assistant. August 2025 to May 2026.
- As Head Resident Assistant, supervised 11 Resident Assistants overseeing 370 students.
Wofford Business Club
Founder and President. February 2025 to May 2026.
- Organized an event of more than 50 people with Spartanburg Young Professionals for Launch Program students and business majors, and hosted a professional mixer for students and professors.
Education
Wofford College
B.S. in Finance and B.S. in Accounting. August 2023 to May 2027.
- GPA 3.84. Dean’s List six times. Junior Marshal at the 2025 Graduation and Chief Marshal at the 2026 Graduation.
- Scholarships: Marvin L. Holloway, William Light Kinney III, and Sigma Nu Educational Foundation.
- Certifications: South Carolina Real Estate Salesperson License; University of South Carolina Salkehatchie Probate Law and Estate Planning (a 24-hour certificate); The Real Estate Financial Modeling Bootcamp; Introduction to Python.