Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Small Business
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

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

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!

Community participation

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