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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed

Education

  • BS Ed. From Western Carolina University 2001
  • MA Ed. Gardner Webb University 2004
  • Ed.S in Educational Leadership East Carolina University 2007
  • MA in Religion and Intercultural Studies Liberty University 2009

Community participation

To create and sustain this type of opportunity for our future, I also sponsor and serve on committees that will help ensure these activities can be enjoyed by all for a very long time. McNair Foundation Mentor, Big Red Booster Club, Keeping Rutherford Beautiful, and Trail Life USA to name a few.