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
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor of Science Degree in Business with a major in Finance, East Carolina University

Community participation

15 years locally coaching of sports

  • Pitt County Pirate Club Board
  • Member of the Pitt County Chamber of Commerce

Interests

Spending time with my family is very important. I find joy in coaching my son's baseball and soccer teams throughout the year. I also like to spend free time visiting my old university, East Carolina, to cheer on their baseball, basketball and football teams.

My photos

1 albums
close