Advisor profile


We care about what’s important to you

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

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
3
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

Community participation

  • UNCW Board of Visitors
  • Cameron School of Business Alumni Steering Comittee