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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

  • B.S. Business Administration w/conc. in Finance; University of NC - Wilmington (2018) Wilmington, NC

Awards & recognition

  • Edgeworth Capital Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

Myself and my team volunteer our time at local Food Banks across our community.

Interests

My favorite hobby is traveling! I love to travel because I get to visit family and friends, and discover new cities and places around the world. I also enjoy watching sports in my free time. My favorite professional football team is the Carolina Panthers. Keep Pounding!!I also enjoy working out and eating healthy. I try to work out and cook as often as possible to try and stay as healthy as I can!

My photos

1 albums
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