Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies

Education

  • BA in Multi Disciplinary Studies, 1992, Business and Communications
  • North Carolina State University, Raleigh, NC

Community participation

Our team participated in the 2010 Start! Twin Counties Heart Walk for the American Heart Association.

Interests

One of my favorite pasttimes is golf! I've been playing for 30 years and have a handicap of 10 I also enjoy spending time with my family, whether it's paddling down the Tar River or grilling out in the back yard.