Advisor profile


Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
23
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
  • 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

  • BS from North Carolina State University in 2003

Interests

My wife Amanda and I have 3 fun, school-aged kids -- Isaac, Rylan and Kate. I am originally from Charlotte, NC, but currently live in the Wake Forest area. I love to hear live music and I play the guitar. I’ve seen shows at Red Rocks, Austin, Nashville, Bethesda, among others. I myself have 6 guitars. You may even catch me playing at weddings, fundraisers, work events or even the local bar. In addition to my love for my family and music, I enjoy running 5K’s and cheering on my Wolfpack!! I love my job as a financial advisor and have built my practice through referrals - the ultimate compliment of trust and confidence of my clients.

Community participation

I have enjoyed coaching a youth tee ball team. In addition, 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. Additionally, Amanda and I support the Joel Fund which is an organization that helps our veterans acclimate to coming home.

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