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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance

Education

  • Bachelor of Science, Electrical & Computer Engineering, North Carolina State University, Raleigh, NC

Community participation

- Community participation photo

- Kiwanis - raise money through the Davidson County Fair and other venues to fund and fully run Camp Kiwanis of Davidson County for the underprivileged children of Davidson County

- Davidson County Education Foundation - Former Board member

- Spin4Life - support and help raise money for cancer victims and families here in Davidson County

- Member of Davidson County Chamber of Commerce

Interests

- Water skiing and wakeboarding

- Snow skiing and snowboarding

- Traveling and spending time with my family, particularly grandchildren

- Enjoy building and home projects

- Landscaping and results of a well maintained yard

My photos

1 albums
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