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

  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Science, Electrical and Computer Engineering, North Carolina State University

Interests

- Water skiing and wakeboarding

- Snow skiing and snowboarding

- Traveling and spending time with my family

- Enjoy building and home projects

- Landscaping and results of a well maintained yard

Community participation

- 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 - Board member

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

- Member of Davidson County Chamber of Commerce