Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education


  • Series 7 and Series 66 Investment Licenses
  • NC,SC,VA Life and Health, Long term care, and Annuity licenses


  • BSBA Finance East Carolina University 1979-1983
  • Northern Durham High School 1976-1979

Community participation

  • 2001 to present: Volunteer for Alzheimer's annual Greensboro Memory Walk
  • 2006 to present: Volunteer for Santa for a Senior program in the Triad area
  • 2008 to present: Commission member of the Guilford County Commission on Aging


Being able to stay active has always been one of my passions. Whether snow skiing during the winter months to fishing and boating activities during the other 3 seasons,I love living in North Carolina. Having the opportunity to have the wonderful varied environment our region offers so close at hand, what a great place to live and raise a family.