Advisor profile


My approach

I 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 Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Intergenerational Planning
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • BS, Mathematics, University of North Carolina, Chapel Hill, North Carolina

Interests

  • Spending time with my wife, Danielle, family and friends
  • Playing soccer, hiking and volunteering with my church, The Summit
  • Reading - Christian Theology and Science Fiction

Community participation

I strongly believe in the importance of serving in one's community. Aside from volunteering at The Summit Church, my wife and I lead a DWELL ministry team in an apartment complex in Raleigh. DWELL engages targeted neighborhoods all over RDU by relocating teams of people who commit to eat, pray, study, and serve the community together.

  • The Summit Church
  • DWELL