Advisor profile


My approach

Do you have a great income but are unsure of where it goes each month? Are you protecting enough of your income?

These are just some of the questions I help my clients answer. My focus is to help clients make informed financial decisions. This can include planning to purchase a larger home, putting a retirement income plan in place, implementing strategies for a concentrated stock position or whatever is important to them. I strive to help my clients manage their financial lives using my experience and knowledge.

What if I could show that you are on track for your long-term goals allowing you to enjoy more of your money now?

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Family Finances
  • Estate Planning Strategies
  • Employee Stock Options
  • Investments
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®
  • Bachelor of Science in Business Management from North Carolina State University

Education

  • B.S. in Business Management from North Carolina State University in 2000

Interests

  • I enjoy golf, deep sea fishing and trout fishing.
  • One of my passions is cooking.
  • I love tasting and learning about new wines.
  • My favorite pastime is being a father to my two boys.

Community participation