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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, 9, 10, 63, and 65 Insurance Licenses: Life, Health and LTC

Education

  • MBA, New York University, New York, NY
  • BS, Chemical Engineering, Lafayette College, Easton, PA

Awards & recognition

  • Ameriprise Circle of Success, 2011

Previous experience

  • Financial Advisor, Prudential Securities, Raleigh, NC, 1997-2003
  • Financial Advisor, Wachovia Securities, Raleigh, NC, 2003-2005
  • Financial Advisor, UBS Financial Services, Raleigh, NC, 2005-2010

Community participation

Head Coach of '97 CASL Revolution (State Champions)

Interests

I enjoy golf, travel, reading and coaching kid's sports.