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
26
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
  • Estate Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life and Health Insurance

Education

  • B.S. from North Carolina State University in 2003.

Community participation

  • Food Bank of Central and Eastern North Carolina
  • The Joel Fund
  • Kiwanis

Interests

My wife, Amanda and I, have 3 children: Isaac, Rylan and Kate. I am originally from Charlotte, NC, but currently live in the Wake Forest area. I love to listen to live music. Some of my favorite venues I have been to shows at are: Red Rocks, Austin, Nashville, Bethesda, among others. I myself have 6 guitars that I enjoy playing. In addition to my love for my family and music, I enjoy running 5K’s and cheering on my Wolfpack!