Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

Interests

My wife, Christy, and I have been married since 2013. 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 and bars to frequent. 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! I love what I do and helping clients reach their personal financial goals and dreams is the ultimate feeling of satisfaction!

Community participation

We hosted our annual food drive to support the Food Bank of Central and Eastern North Carolina. Thank you to the support of our clients, we are pleased that we collected about 600 pounds of food which will supply about 620 meals.

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.