Advisor profile


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10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Small Business
  • Retirement Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 and Series 66 licenses
  • Life, Health & Variable Annuity License for N.C.
  • Medicare Supplement and Long Term Care License for N.C

Education

  • BS, 2013, Business Administration, University of North Carolina at Greensboro

Previous experience

  • Financial Advisor, Edward Jones Inc., 2014-2015

Community participation

I am a member of SynerG, an organization for Greensboro's young professionals - dedicated to growing and cultivating Greensboro's under 40 community.

Interests

    A trip out to the golf course and watching Sunday night football are amongst my most common weekend activities. I also have a love for languages and traveling, my wife is a fluent Spanish speaker so we try to speak in Spanish often. It allows me to continue to be open to learning new things in life and helps me when we travel abroad!
    I also volunteer on my local HOA board and with several groups around the Triad.