Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
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
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Retirement Plan Distribution
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 , 63, 65, NC Life and Health, Heathcare and Long Term Care

Education

  • BSBA; Finance, and Risk Managment; Appalachian State University, Boone, NC

Awards & recognition

  • Ameriprise Circle of Success, 2010

Professional associations

  • The Institute of Certifed Fund Specialists

Community participation

  • Appalachian State University Yosef Club Board, Past President

Interests

  • I enjoy coaching youth sports at the East Rowan YMCA.
  • Motorcycling with friends is my personal time get away.
  • Keep in shape by working out 3 days/week.