Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • B.S., Business Administration, UNC Wilmington, Wilmington NC

Interests

I live in Wilmington and enjoy spending time with my family. I enjoy being outdoors, especially at the beach. I also am a sports enthusiast, particularly with UNC athletics. I am committed to serving my Alma Mater, UNC Wilmington, by giving back to others as well.

Community participation

  • Cameron School of Business Alumni Steering Committee
  • The First Tee of Greater Wilmington
  • Wilmington Chamber of Commerce
  • First Presbyterian Church (Wilmington, NC)
  • Eagle Scout