Advisor profile


My approach

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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Retirement Plan Distribution
  • Tax Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 , 63, 65, NC Life and Health, Heathcare and Long Term Care
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BSBA; Finance, and Risk Managment; Appalachian State University, Boone, NC

Interests

  • I enjoy coaching youth sports at the East Rowan YMCA.
  • Motorcycling with friends is my personal time get away.
  • Keep in shape by working out 3 days/week.

Community participation

  • Appalachian State University Yosef Club Board, Past President

Awards & recognition

  • Ameriprise Circle of Success, 2010

Professional associations

  • The Institute of Certifed Fund Specialists