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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • B.S. in Business Administration, Finance Concentration at NC State University in Raleigh, NC

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

  • Food Bank of Central and Eastern North Carolina
  • Rise Against Hunger
  • Hops for Hope
  • Raven Rock Ramble

Interests

My wife, Christy and I, have been married since 2013. We welcomed a baby boy, named Aaron, in 2021. We have a German Shorthaired Pointer, Sadie, who we love to take swimming and running. Originally from Charlotte, I came to Raleigh to attend NC State in 2005 and it’s been my home ever since. Christy and I love to explore Raleigh and find new restaurants. We have a passion for travel, having visited Mexico, the US Virgin Islands, Italy, Portugal, France, the Netherlands, Spain, and Thailand. Hopefully many more to come!