Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance

Qualifications

  • CLTC® Certified Long Term Care

Education

  • Bachelor of Science, Electrical & Computer Engineering, North Carolina State University, Raleigh, NC

Community participation

 - Community participation photo

- Kiwanis - raise money through the Davidson County Fair and other venues to fund and fully run Camp Kiwanis of Davidson County for the underprivileged children of Davidson County

- Davidson County Education Foundation - Former Board member

- Spin4Life - support and help raise money for cancer victims and families here in Davidson County

- Member of Davidson County Chamber of Commerce

Interests

- Water skiing and wakeboarding

- Snow skiing and snowboarding

- Traveling and spending time with my family, particularly grandchildren

- Enjoy building and home projects

- Landscaping and results of a well maintained yard