My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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28
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
  • Saving for Education
  • Retirement Income Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Family Finances
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • University of Georgia, B.A. 1996
  • Montgomery Bell Academy 1991

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer at Metrolina Second Harvest Bank.

Interests

I live in Charlotte, NC and have always had a big passion to help others. I enjoy watching and attending almost all sporting events. I enjoy spending time with friends and family.