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
26
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
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Elon College, Elon NC. Bachelor of Science in Economics 1994

Awards & recognition

  • Five Star Wealth Manager, 2013-2018

Interests

I enjoy snow skiing, boating and involved with National Auto Sport Association tracking my racing car in the time trial series and instructing high performance driving events. In my free time, I enjoy taking my Australian Shepherd, Sophie, on the boat.