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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • Series 7 License
  • Series 66 License
  • Life and Health Insurance (NC)
  • Medical Supplemental Insurance (NC)
  • Long Term Care Insurance (NC)

Education

  • BS in Economics, Rutgers, 1994

Awards & recognition

  • Ameriprise Circle of Success, 2004-2015
  • Five Star Wealth Manager, 2012-2016

Community participation

Second Harvest Food Bank

Friendship Trays

Interests

I enjoy spending time with family and friends. I love sports-can't wait for football season every year! Whether it is attending a Carolina Panther's game or pulling for the Charlotte Hornet's during basketball season, I'm always up for a game. My son plays multiple sports including baseball, basketball and tackle football. This school year he made the golf team. I'm enjoying being an assistant coach to his golf instructor and helping the boys and girls learn all about the game of golf.