Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • Series 7, Series 66
  • Life & Health Insurance

Education

  • High Point University, Bachelors of Arts

Community participation

Interests

    Family vacations
    Watching Formula One with the family
    Tennis for fun
    Public Speaking
    Reading the WallStreet Journal